Introduction to Financial Planning - CFP Certification

Online Course

Udemy

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Introduction to Financial Planning – CFP Certification

What is the course about?
Prerequisites & Facts
Cost, Certificate & Degree
Reviews & Experiences

What is the course about?

Introduction to Financial Planning – CFP Certification

The course Introduction to Financial Planning – CFP Certification is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

CFP – Module 1

Course description

Introduction to Financial Planning – CFP Certification

Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
Understand various regulations which need to be adhered to while making and implementing financial plans for the clients

A candidate must be grade 12th cleared at the time of enrollment having knowledge of Finance will be an add-on

5.5 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
International College of Financial Planning

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Prerequisites & Facts

Introduction to Financial Planning – CFP Certification

Course Topic

Financial Planning, Teacher Training, Teaching & Academics

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

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Degree & Cost

Introduction to Financial Planning – CFP Certification

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.

Udemy

Introduction to Financial Planning – CFP Certification

provided by Udemy

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