CFP 301 - General Principles of Financial Planning
This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning. These topics constitute thirty percent of the principle knowledge topics tested on the CFP® Certification Examination. The course introduces students to the financial planning process and working with clients to set goals and assess risk tolerance. In addition, student will learn to process and analyze information, construct personal financial statements, develop debt management plans, recommend financing strategies, and understand the basic components of a written comprehensive financial plan. The course also covers the regulatory environment, time value of money, and economic concepts.
Online Course Modules include the following:
- Financial Planning Process
- Financial Planning Practice Standards
- Time Value of Money
- Financial Statements
- Cash Flow Management
- Debt Management
- Financing Strategies
- Education Planning
- Planning for Special Circumstances
- Economic Concepts
- Consumer Protection Laws
- Disciplinary Rules and Procedures
- Financial Services Regulation and Requirements
- Function, Purpose, and Regulation of Financial Institutions
- Practice Case
Prerequisites & Notes
Sophomore status within student’s current baccalaureate program at home institution.
(Students who have already completed a baccalaureate program, who are taking the course to complete a certificate, require CFP311 to satisfy this course requirement.)
For this 8-week course, students will engage in various weekly asynchronous activities on Brightspace (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs). Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs).
Course Learning Objectives
Upon completion of this course, students are expected to be able to:
- Explain general concepts of financial planning
- Understand the practice and profession of the financial planner
- Understand the time value of money concept and calculate values based on those concepts
- Understand and explain basic economic concepts that impact personal finances
- Understand differences in client attitudes, values and behaviors related to personal financial goals
- Understand cash flow and financing strategies related to personal financial planning
Credits: This course meets the requirements for a 3-credit undergraduate course delivered over an 8-week period of time.
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