Fundamentals of Financial Planning

Start your career as a financial planner with a comprehensive overview of the financial planning process. You will gain an understanding of the role and responsibilities of a financial planner, along with analytical skills used with making financial decisions.

Topics include communication, ethics, risk tolerance, time-value of money concepts, financial planning applications, regulatory issues, as well as the legal and economic environment of financial planning.
View course outline: CFE 8001

Course schedule

Call 704.330.4223 or visit our online registration to enroll in this course.

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