| Sessions 1 and
2
Principles of Financial Planning
CFP Learning Objectives 1-14
This course introduces students to the fundamental issues
of personal financial planning with emphasis on the
process of financial planning. This course is designed
to provide students with an understanding of the concepts
of the financial planning process, the economic environment,
financial analysis, ethical and professional considerations
in financial planning.
- Leimberg: The Tools and Techniques of Financial
Planning
- Keir: Comprehensive Review Package
- Keir: Time and Money
Sessions
3 and 4
Insurance Planning
CFP Learning Objectives 15-26
This course introduces students to the application of
insurance planning and risk management in personal financial
planning. This course is designed to provide students
with an understanding of the legal aspects of insurance,
property and liability policy analysis, life insurance
policy analysis, and health insurance policy analysis,.
- Leimberg: The Tools and Techniques of Life Insurance
- Keir: Comprehensive Review Package
Sessions
5 and 6
Investment Planning
CFP Learning Objectives 34-43
This course introduces students to investment planning
in the personal financial planning process. This course
is designed to provide students with an understanding
of the concepts of investment regulation, client assessment,
investment theory, environment and financial markets,
strategies and tactics, modern portfolio theory, and
integration.
- Leimberg: The Tools and Techniques of Investment
Planning
- Keir: Comprehensive Review Package
Sessions
7 and 8
Retirement Planning and Employee Benefits
CFP Learning Objectives 27-33 and 59-67
This course introduces students to the application of
retirement planning and employee benefits in personal
financial planning. This course is designed to provide
students with an understanding of the concepts of the
ethical considerations, social security and Medicare
benefits, retirement plan types, qualified plan characteristics,
distributions and distribution options, group insurance
benefits, other employee benefits, and analysis of retirement
factors.
- Leimberg: The Tools and Techniques of Retirement
Planning and Employee Benefits
- Keir: Comprehensive Review Package
Sessions
9 and 10
Estate Planning
CFP Learning Objectives 68-89
This course introduces students to the application of
estate planning in personal financial planning. This
course is designed to provide students with an understanding
of the concepts of the fundamentals of estate planning,
estate planning considerations and constraints, tools
and techniques for general estate planning, and the
tools and techniques for special estate planning situations.
The Income Tax Planning topics are to be reviewed independent
of the course instruction (CFP Learning Objectives 44-58).
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