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