Comprehensive Financial Plan

This course will examine financial planning on a more inclusive and comprehensive scale. Comprehensive financial planning involved the process of collecting client information and analyzing that information for the purpose of making recommendations to the client. The 6 areas under examination are 1) Financial Management, 2) Risk Management, 3) Retirement Planning, 4) Tax Planning, 5) Estate Planning, and 6) Asset Management. The intent of this course is not to introduce new topics but rather to tie the analysis together from other courses in the program in order to develop a single financial plan for the client. The six step financial planning process established by the Financial Planning Standards Council as well as the CFP Code of Ethics and CFP Professional Competency Profile will be covered.   

 

Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.