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 principal 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, students 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.
Sophomore Standing
This course is offered via College of Saint Mary’s partnership with Rize, an education company that prepares students for careers in the fastest-growing fields. Courses are designed by top academics and industry leaders, approved by College of Saint Mary, and taught by faculty at other colleges and universities.