CCP 173: 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: Financial statements
  • Topic 3: Cash flow management
  • Topic 4: Financing strategies
  • Topic 5: Function, purpose, and regulation of financial institutions
  • Topic 6: Education planning
  • Topic 7: Financial planning for special circumstances
  • Topic 8: Economic concepts
  • Topic 9: Time value of money concepts and calculations
  • Topic 10: Financial services regulations and requirements
  • Topic 11: Business law
  • Topic 12: Consumer protection laws