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Business, Management

COURSE INFORMATION

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CFP Education Program - Case Study and Examination Review

CFP Qualifying/Certificate Program Course

This course consists of a concentrated review of the entire 19 module FPSC CFP exam syllabus, with emphasis on the case study type of analysis. Content consists of an overview of the financial planning industry, financial management/financial structures, tax planning, asset management, estate planning/law/trusts, retirement planning, risk management/insurance, case studies and CFP exam technique.

Format

On Campus

The course is normally 13 weeks in duration and consists of one three-hour class per week. Classes are customarily held on campus on weekdays from 7:00pm to 10:00pm. This schedule may vary, depending on class format and location.


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Details

Course Code: BMFP450

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