Financial Plan Development — Financial Planning Certificate Program (Module 6)
Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with DePaul University.Full disclaimer.
Financial Plan Development requires the integration and application of your knowledge of financial planning topics from the previous five courses. This course will teach you to apply and communicate what you've learned through a written financial plan and oral presentation. You'll work primarily with cases financial planners encounter in real-world practice.
- General Principles of Financial Planning
- Communication Skills
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning and Employee Benefits
- Estate Planning
Who should attend
The Financial Planning Certificate Program is designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.