This course introduces the professional and technical content of personal financial planning. It emphasizes the identification and quantification of financial objectives and the interrelated facets of a wide range of technical material. Topics include data gathering, income taxation, investment analysis and procedure, insurance, employment benefit plans, debt management, estate planning and cash-flow management. This course also covers the ethics, strategies and processes of professional practice and CFP® standards of practice. Included in the course work is an introduction to some basic concepts of economics.
Note(s): An HP-12C or equivalent financial calculator is required.