MFP 101 Principles of Financial Planning
This course is designed to meet the following objectives:
1.Understand, discuss, and connect the principle subjects of financial planning: income tax, estate planning, retirement planning, insurance, and investments.
2. Understand economic variables and how they relate to financial planning, particularly retirement and income planning
3. Calculate and operate time value of money calculations and the scenario where they are applied
4. Assess client strengths and weaknesses utilizing financial statements, data-gathering, and interviews
5. Identify various financial decisions as they relate to different financial lifecycle stages
6. Discuss the role of a financial planner, and the ethics and duties and responsibilities of the profession
A course fee is charged for enrollment.