Certified Financial Planner – General Principles

Study the basics of the financial planning process.

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Course details

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location icon Location Online

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Registration details

Certified Financial Planner – General Principles

Study the basics of the financial planning process.

What you’ll be able to do — competencies

  • Distinguish the financial planning process according to the CFP Board Domains  
  • Recognize CFP Board Code of Ethics and Professional Responsibility 
  • Compute financial statements  
  • Compute relevant calculator processes i.e.: Time Value of Money, Education Funding  
  • Distinguish the function, purpose, and regulation of financial institutions  
  • Analyze economic concepts; monetary policies; economic indicators 
  • Recognize the business cycle  
  • Compute and analyze financial strategies related to rent/mortgage/reverse mortgage 
  • Recognize Financial Service Regulations and Requirements 
  • Identify business law and consumer protection laws/ bankruptcy 

Course description

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This course is the first of six modules and is designed to introduce students to the financial planning process. The course focuses on the general principles required to become a successful financial planner, including the ethics of the profession as well as the knowledge and skills required to prepare a financial plan. 

Prerequisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum 
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Lesson 1 lecture and lesson 1 quiz  
  • Lesson 2 lecture and lesson 2 quiz  
  • Lesson 3 lecture and lesson 3 quiz  
  • Lesson 4 lecture and lesson 4 quiz 

Weekend 2:  

  • Lesson 5 lecture and lesson 5 quiz  
  • Lesson 6 lecture and lesson 6 quiz  
  • Lesson 7 lecture and lesson 7 quiz  
  • Lesson 8 lecture and lesson 8 quiz  
  • Review building client information 

Weekend 3:  

  • Who will return for next class?  
  • Client information due  
  • Lesson 9 lecture and lesson 9 quiz  
  • Lesson 10 lecture and lesson 10 quiz  
  • Case 1, 2, 3 

Weekend 4:  

  • Exam review  
  • Final exam · retake  
  • Review of final exam  
  • Receive materials for next class 

Next available start dates

Online — Evenings

Online — Weekends

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Certified Financial Planner - General Principles
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Total classroom hours

38 hours

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Schedule

Online

Evenings, 5:30 PM - 9:30 PM. 6 F S - 9/11/2020 - 10/3/2020

Online

Weekends, 8:00 AM - 5:00 PM. 6 F S - 9/11/2020 - 10/3/2020

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Total cost

$875

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Instructor: Business & Professional Staff

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Notes

Registration for this course ends September 4, 2020.
Students beginning the program September 2020 upon successful completion, will be able to sit for the November 2021 CFP Exam. All course materials are provided.
Friday classes 5:30 pm - 9:30 pm and Saturday classes 8:00 am - 5:00 pm.
Class dates: 9/11, 9/12 ,09/18, 9/19, 09/26 & 10/3

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