Survey of Personal Financial Planning

MGMT X 430.31

This course prepares you for learning the details of the financial planning process. Whether you are looking to sit for the CFP exam or enhance your personal understanding, this is the starting point.

Starting at $795.00
As few as 11 weeks

What you can learn.

  • Understand qualitative and quantitative methods used in the financial planning decision-making process
  • Learn the principles of income taxation, investment analysis, insurance, retirement plans, estate planning, and cash-flow management

About this course:

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice.

Winter 2023 Schedule

Date & Time
This section has no set meeting times.
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Instructor: Robert Watson
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ENROLL BY: Jan 9, 2023
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Enrollment limited. Materials required.

Refund Deadline
No refunds after January 13, 2023
Course Requirements

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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