Comprehensive Financial Planning

PFP 506 / Non Credit
Course taught in: English

Emphasizes the provision of comprehensive financial planning services to individuals. Discussions of collection of client information, preparation of personal financial statements, identifying client needs, cash management, income tax planning, retirement planning, estate tax planning, insurance planning, investment planning and planning for college funding. At the end of this course, students should be able to identify the major issues in each of the above areas and prepare a comprehensive financial plan.

This course is available as part of the following:

Certificate in Executive Certified Financial Planner Certificate Program (CFP®)
The Online Executive CFP® Certification Education program is an independent, self-paced, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may completed in more or less time, depending on a student's schedule.