Certified Financial Planner - General Principles

Study the basics of the financial planning process.

Competencies:

Distinguish the financial planning process according to the CFP Board domains
Recognize CFP Board Code of Ethics and Professional Responsibility
Compute financial statements
Compute relevant calculator processes, i.e., Time Value of Money, Education Funding
Distinguish the function, purpose and regulation of financial institutions
Analyze economic concepts; monetary policies; economic indicators
Recognize the business cycle
Computer and analyze financial strategies related to rent/mortgage/reverse mortgage
Recognize financial service regulations and requirements
Identify business law and consumer protection laws/bankruptcy

This course is the first of six modules and is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner, including the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.

Prerequisites:

Experience in accounting, financial calculator protocol, finance and economics

There are 38 class hours with instructors in this course. There is an expectation of approximately five (5) additional hours per week of outside reading/homework.

Next module: Insurance

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