Fundamentals of Financial Planning

Fundamentals

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.

Course topics include communication techniques, ethics, risk tolerance, time-value of money concepts, financial planning applications, regulatory issues, as well as the legal and economic environment of financial planning.

 

Course outline (CFE 8001)

Course schedule for dates, times and locations


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