A financial planner is a qualified professional who helps individuals meet their financial goals and objectives by collecting and analyzing a client’s personal information. Financial Planners implement and monitor recommendations in the areas of financial management, asset management, tax planning, risk management, retirement planning and estate planning. Using the technical skills learned in the CFP core curriculum, students in this course will prepare an in-depth financial plan to demonstrate the competencies learned in the curriculum. To reinforce advanced financial planning topics, a series of case studies and complex financial planning problems will be studied prior to the completion of the final financial plan.
This course is suitable for individuals interested in financial planning and for those who aspire to pursue the Certified Financial Planner (CFP) designation.