Loading...

Course Description

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning and estate planning. The course introduces methods of gathering client data and teaches students how to work with clients to set goals. Students learn how to process and analyze information, construct personal financial statements, and understand the elements of a written financial plan, including implementing, monitoring and reviewing the plan. The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts.

Applies Towards the Following Certificates

Loading...

Enroll Now - Select a section to enroll in

Section Title
Introduction to Financial Planning
Type
Lecture
Days
M
Time
6:00PM to 9:00PM
Dates
Sep 16, 2019 to Dec 09, 2019
Schedule and Location
Contact Hours
33.0
Course Fee(s)
FP Tuition non-credit $945.00
Instructors
  • John Pallaria
Reading List / Textbook
Dalton-Personal Financial Planning Theory & Practice- 10th edition
Kaplan Financial ISBN 978-14754-4086-7.
Required fields are indicated by .