:: Instructor-led Classes

Fundamentals of Financial Planning

Course Details

Fundamentals of Financial Planning introduces students to the financial planning process and to the technical skills a competent financial planner must posses in order to serve his or her clients successfully. Students will 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 explores the financial planning industry and how to develop a financial planning practice: including the current economic environment, regulation and licensing, reporting and compliance, and compensation methods. This course defines and reviews CFP® Board's Code of Ethics and Professional Responsibility. Insurance Professionals: Completing this class will earn you the two ethics continuing education credits required by the Texas Department of Insurance. *Additional registration fees do not apply to this program.* Return to the Financial Planning Certificate Program page.



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