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Personal Financial Planning 1

Personal Financial Planning 1: Concepts and Principles

Use CEBS courses to pursue the CFP Certification

This course may be used as an elective for the CEBS curriculum.

This course introduces the concepts and principles of personal financial planning. The initial assignment describes the steps in the personal financial planning process and the importance of formulating quantifiable client objectives. It also describes sources of information and tools used by the planner. Other assignments provide an overview of a distinct planning area in the financial planning process: insurance, investments, retirement planning, income taxation and estate planning. Subsequent assignments concentrate on life and health programs, property and liability converges, long-term care plans, equity analysis, investment strategy, retirement investment products and planning strategies. This course also describes relevant ethical issues and principles of professionalism required of the financial planning practitioner.

Testing Appointments: Please note the course number to use to for making appointments at Prometric for Personal Financial Planning 1 is Course 20.

Study Materials

Study Manual, 2nd edition-includes Practice Exam on CD (PC only), $130.00.
Personal Financial Planning, 7th Edition, G. Victor Hallman and Jerry S. Rosenbloom, McGraw-Hill, 2003, $50.00. ISBN 0-07-141944-6

May meet CE Credit Requirements

Click here for ACE Credit Recommendation.

Enrichment Reading:
Getting Started on the Right Foot
The Planning Companion, 2008 Edition
Estate Planning Basics, Fifth Edition