Financial Planning Development for CFP Certification
Courses Certificates Corporate Education I-20 Visa Programs ESL American Business Program Sign In / Register
Sign In   |   View Cart   |     |   Help
 
Print Course information
Email me when offered
Return to Course Catalog

Course Catalog

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.

 

No classes currently available. Click here to continue searching for courses.