34 hours of MCLE credit available; 15 hours of California Department of Insurance Continuing Education credit available.
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. This introductory course is designed for individuals who wish to become practitioners in the financial planning field and who are considering a career transition, as well as for professionals currently in the financial services industry--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, attorneys--who wish to advance their careers. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice are covered. For technical requirements click here.
Required Course in the Personal Financial Planning Certificate.