Introduction to Financial Planning
Price: $575
- This course focuses on the time value of money, accounting, statistics, and economics, and provides a broad look at the entire financial planning process.
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Risk Management
Price: $575
- This course addresses life, disability, and medical insurance, including how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning.
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Investments
Price: $575
- This course explores the securities market, sources of information, risk/return, debt and equities, stocks, bonds, options, futures, and security analysis, and culminates in portfolio construction and analysis.
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Tax Planning
Price: $575
- This course explores details and implications of state and Federal taxation on different types of businesses, including sole proprietorships, partnerships and corporations.
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Retirement and Employee Benefit Planning
Price: $575
- This course will help students learn how to plan, implement and monitor individual and business-sponsored retirement plans.
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Estate Planning
Price: $575
- This course addresses gift, estate, and generation-skipping transfer taxes, at the state and Federal levels.
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Capstone Course in Financial Planning
Price: $895
- This final course integrates financial planning topics learned in the previous six courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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