Financial Planning Development for CFP Certification
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Financial Planning Development for CFP Certification  

This online course, offered in Partnership with the College of Finance Planning meets the requirements of the Financial Plan Development course required by the CFP Board of Standards. Special emphasis is placed on identification of financial issues and integration of practical recommendations to improve the client's financial situation. In addition, the course reviews some components of each of the various aspects of a financial plan, including analysis of cash flow and balance sheet, income tax calculations, survivor needs, disability income issues, health issues, long-term care needs, property and casualty risk management, education, other goals, retirement planning, estate planning, investment analysis, and portfolio construction. The course lasts for 6 weeks and culminates in a presentation of the financial plan.


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