CFP 501 Fundamentals - Winter 2025

REGISTRATION/PAYMENT DEADLINE: MONDAY, JANUARY 6th, 2025

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management, and insurance, investment planning, retirement planning, and estate planning. The course introduces methods of gathering client data and teaches students how to work with clients to set goals. Students learn how to process and analyze information, construct personal financial statements, and understand the elements of a written financial plan, including implementing, monitoring, and reviewing the plan. The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts. 

Please note: NO CLASS JANUARY 20TH (MLK DAY) & FEBRUARY 17TH (PRESIDENT’S DAY).