This course is designed to bring together all information from all courses. This course focuses on all the specific content areas required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.
Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.
- Client and Planner Attitudes, Values, Biases, and Behavioral Characteristics and the Impact on Financial Planning
- Principles of Communication and Counseling
- Written Comprehensive Financial Plan Development
- Oral Presentation of the Plan
- Case Study Analysis