FINANCIAL PLANNING FUNDAMENTALS AND INSURANCE

PFP 501 / Non Credit
Course taught in: English
Locations:

The first half provides an introduction to financial planning and background information necessary to succeed. This includes coverage of regulatory and ethical requirements, the economic environment, budgeting and personal use asset management. The second half of the course covers insurance planning from a financial planning orientation, including life insurance, health insurance and property insurance.

This course is available as part of the following:

Certificate in Executive Certified Financial Planner Certificate Program (CFP®)
The Online Executive CFP® Certification Education program is an independent, self-paced, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may completed in more or less time, depending on a student's schedule.

Certificate in Masters Certificate in Financial Planning
Gain a thorough knowledge of financial planning through a rigorous curriculum designed not only for passing the CFP® certification exam, but also for successful real-world application. This is a live, instructor-led, online financial planning education program designed to meet the education requirement for the CFP® Certification Examination in only nine months. This accelerated program is taught by experienced financial planning educators, many of whom are former members of the Board of Examiners (now CFP Board’s Council on Examinations).