| Program Detail |
: This course provides an introduction to the fundamental areas included in preparing a comprehensive financial plan for an individual client. Both people with experience in financial industries and those who wish to become practitioners in personal financial planning can benefit from this course.
You receive an extensive introduction to the technical skills required in such areas as income tax, investments, insurance, employment benefits, estate planning, and mathematical analysis and their interrelationship in providing comprehensive service. The course covers the fundamental concepts of the time value of money as well as algebraic analysis and its application in personal financial planning. Other topics include the nature of the marketplace for personal financial planning services, career opportunities, the emerging regulatory environment, and the client/practitioner relationship. |
