Financial planning certification courses

    • [PDF File]CERTIFIED FINANCIAL PLANNER™

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      Courses cover: • Fundamentals of Financial Planning and Insurance • Investment Planning • Income Tax Planning • Retirement Planning • Estate Planning The course concludes with a Capstone/Case Study that helps students integrate their knowledge of all these financial planning subject areas and prepares them to take the CFP® exam.

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    • [PDF File]ESSENTIAL COURSES FOR EARNING CFP , ChFC , OR CLU

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      completed the required CFP® certification education coursework are just one course away from ChFC®.† CLU ®, CFP AND ChFC®: Many of the elective courses that count toward the CLU® are also part of the ChFC® program and CFP® education curricula. By earning the CLU®, you ... HS 300 Financial Planning: Process and Environment HS 311 ...

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    • [PDF File]Bachelor of Science in Business with Financial Planning ...

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      • Personal financial planning • Investment analysis and portfolio management • Retirement and benefit planning • Risk and return • Finance for business • International finance This bachelor’s degree program features a certificate option, which allows you to take core courses at the beginning of your degree program. The Financial ...

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    • [PDF File]Financial Planning Education Program Accreditation Guidelines

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      Financial Planning Accreditation Guidelines – December 2017 1 Financial Planning Education Council The Financial Planning Education Council (FPEC), was established as an independent body chartered with the responsibility of raising the standard of financial planning education and promoting financial planning as a distinct learning

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    • [PDF File]CFP Certification Program Education Entry Requirements

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      or are planning to study a course (or a combination of courses) which does not appear on the FASEA list, you can apply for pre-admission. CFP® Certification Program Education Entry Requirements ... 7208AFE Financial Planning, Construction & Review

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    • [PDF File]Personal Financial Planning Certificate Program

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      The Personal Financial Planning Certificate Program – Accelerated Optionallows students to complete this intensive in-depth program on select weekends over a 9-month period. Participants must have a minimum 3 years of experience in investments, banking, insurance, or financial planning, or 3 years of experience as a CPA, Attorney at Law, CLU ...

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    • [PDF File]Course 2: Financial Planning and Forecasting

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      Financial planning is a continuous process of directing and allocating financial resources to meet strategic goals and objectives. The output from financial planning takes the form of budgets. The most widely used form of budgets is Pro Forma or Budgeted Financial Statements. The foundation for Budgeted Financial Statements is Detail Budgets ...

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    • [PDF File]Certificate Personal Financial Planning

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      Fully prepare for CFP® Certification while also learning relevant trends and practices in the financial planning field. Total Units: 32 The Personal Financial Planning program consists of 8 required courses and a 1 -day Ethics in Personal Financial Planning seminar. Students must take all courses for letter grade and pass with

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