Courses
General Principles of Financial Planning
This course is designed to introduce students to the financial planning process. This course focuses on the general principles required to become a successful planner which includes the ethics of the profession as well as the knowledge and skills to prepare a financial plan.
Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
- Topic 1: Financial Planning Process
- Topic 2: CFP Board’s Code of Ethics and Professional Responsibilities and Disciplinary Rules and Procedures
- Topic 3: CRP Board’s Financial Planning Practice Standards
- Topic 4: Financial Statements
- Topic 5: Cash Flow Management
- Topic 6: Financing Strategies
- Topic 7: Function, Purpose, and Regulation of Financial Institutions
- Topic 8: Education Planning
- Topic 9: Financial Planning for Special Circumstances
- Topic 10: Economic Concepts
- Topic 11: Time Value of Money Concepts and Calculations
- Topic 12: Financial Services Regulations and Requirements
- Topic 13: Business Law
- Topic 14: Consumer Protection Laws
