Back

Certified Financial Planner™ Program - Instructor-Led Online

  • Free

  • online
  • Sep, 16th 2021 - Aug, 11th 2022
  • Certificate

Fundamentals of Financial Planning is the introductory course in the Online CFP® Certification Education Program for Financial Planning Certification.

This course provides an overview of the basics of financial planning and the functions of the financial planner. As a prerequisite for other courses in the program, it covers financial planning tools and techniques, including financial statement analysis, basic economics, funding for education needs, and dealing with clients. Either the HP-12C or HP-10bII calculator can be used to analyze time value of money problems.

Program Benefits

  • All sessions are archived and available for future viewing
  • Access to most current recorded version of ALL sessions
  • Archived sessions available for download
  • Ask questions of the instructor
  • Learn how topics are applied on the CFP® Exam
  • Reinforce retention of key topics
  • Work through practice questions

Curriculum

  • The Personal Financial Planning Process
  • Economic Concepts and Consumer Protection Laws
  • Personal Financial Statements
  • Managing Cash Flow and Debt
  • Using the HP-12C Calculator
  • Using the HP-10bII Calculator
  • Educational Savings Techniques
  • Educational Aid and Funding Calculation
  • Regulation of Financial Planners
  • CFP Board Regulatory Requirements

Upcoming

Terry College of Business

Business Process Management Online: Discovery, Visualization, and Improvement

  • Free
  • Online
  • Certificate
Business process management is a vital prerequisite for major information technology initiatives such as implementing or upgrading ERP/IT systems (SAP, PeopleSoft, Workday, and Oracle Cloud) or moving systems to the ...
  • Free
  • Online
  • Certificate
Terry College of Business

Strategic Decision Making and Crisis Management

  • Free
  • Online
  • Certificate
Strategic Decision Making and Crisis Management probes the complex ways people process information and make decisions. Experienced executives and new leaders will benefit from learning about the leading research in ...
  • Free
  • Online
  • Certificate
Strategic Decision Making and Crisis Management probes the complex ways people process information and make decisions. Experienced executives and new leaders will benefit from learning about the leading research in ...
  • Free
  • Online
  • Certificate