This course provides a comprehensive examination of the general principles of financial planning, professional conduct and regulation, and education planning.

The course introduces attendees to the financial planning process and teaches them how to work with clients to set goals and assess risk tolerance. Learn how 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.