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  Content; Assignments; Tests Reading and Preparation CFP Board . Topics 1. 8/28 Introduction to Financial Planning . Financial Planning Approaches. Chapters 1&3 9/4 Time Value of Money. Interpersonal Communication and Behavioral Finance. Chapters 2&7 3 9/11. 4 9/18 Personal Financial Statements: Preparation & Analysis. Risk Management for the ...

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• [DOC File]FINANCE - CSUN

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• [DOC File]NCPR 500 .edu

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  SUGGESTIONS FOR EXAM PREPARATION. Choose your preparation style. ... All topics in an encounter that relate to the person's goals or treatment plan need to be included in documentation. ... They recognize that violations of legal standards may damage their own reputation and that of the CFP profession. A code of ethics cannot guarantee ethical ...

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• [DOC File]CHAPTER 1: INTRODUCTION

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  The Sequence in Personal Financial Planning is a set of courses approved by the Certified Financial Planner Board of Standards to prepare students to sit for the CFP® Certification Examination. We have two CFP Board-Registered programs: (1) the B.S. in Finance, Sequence in …

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• [DOC File]NCPR 500 - Gateway

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  Content; Assignments; Tests Reading and Preparation CFP Board . Topics 1. 8/31 Introduction to Financial Planning . Financial Planning Approaches. Chapters 1&3 2. 9/7 Labor Day 3 9/14. 4 9/21 Time Value of Money. Interpersonal Communication and Behavioral Finance. Personal Financial Statements: Preparation & Analysis. Chapters 2 & 7. Chapter 4

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