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This course provides a comprehensive examination of the entire financial planning process.

This course covers various aspects of life, disability, and medical insurance.

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.

This course covers retirement planning for individuals and business owners.

This required course is designed to help students integrate their knowledge of the six financial planning subject areas into case formats tested by CFP Board.