Introduction to Financial Planning - CFP Certification
CFP - Module 1
4.53 (1927 reviews)
6 806
students
5.5 hours
content
Apr 2025
last update
$39.99
regular price
What you will learn
Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
Understand various regulations which need to be adhered to while making and implementing financial plans for the clients
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udemy ID
04/05/2017
course created date
25/09/2020
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