Intro to Financial Planning Online

Contact Information: Amanda Smith

Covers topics #1 - #14 of CFP Board's Job Knowledge Requirements.

This course provides an overview of the field of financial planning and the planning process, including ethical considerations and related issues. Additional topics include personal financial statements, budgeting, emergency fund planning, credit and debt management, buying vs. leasing, regulation of financial institutions, educational funding, financial planning for special circumstances such as divorce or disability, economic concepts such as supply and demand, and monetary policies. It also includes time value of money calculations, characteristics of entities such as limited liability partnerships, consequences of property titling such as JTWROS, business law, probability analysis, and monetary settlement planning.

Learn more about the Certificate in Financial Planning Program.