Fundamentals of Financial Planning introduces you to the financial planning process and to the technical skills a competent financial planner must possess in order to serve clients successfully. Learn the fundamental elements of financial planning (insurance, investments, taxation, retirement planning and employee benefits, and estate planning) and their corresponding interrelationship in providing comprehensive personal financial planning. This course also explores the financial planning industry including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods and also defines and reviews the CFP Board of Standards Code of Ethics.
Students are required to attend each online class during the designated timeframe. Please note that classes are not recorded and no make-up classes will be available.
A bachelor's degree in any discipline from an accredited college or university must be completed either before you pass the CFP® exam, or within five years after you pass it.
All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.
Required:
Personal Financial Planning Series: Theory and Practice, Kaplan Financial
Code of Ethics and Standards of Conduct , CFP Board
Financial calculator. One of the following is recommended: HP 17BII+, HP10BII, HP12C, TI BA 11 Plus, EL 738C
Optional Supplemental Textbook:
Schweser Review Volume I: Fundamentals, Kaplan Financial
Insurance Professionals:
Completing this class earns 3.6 continuing education credits as required by the Texas Department of Insurance.
For withdrawal, transfer and refund information, see Policy Code D.
