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DePaul University

Financial Plan Development — Financial Planning Certificate Program (Module 6)

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About the course

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.

Topics

  • 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.

Trust the experts

Carla Gordon

In her thirty-plus year career as a financial educator, Carla Gordon, CFP®, MSFS has enabled thousands of candidates to pass rigorous licensing and designation examinations including the Certified Financial Planner (CFP® ) Examination. As an exam instructor, Carla is known for her ability to simp...

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Michael McCarthy

Michael McCarthy is a serial entrepreneur. He started his first business at the age of 16 and his first three weeks of sales financed his freshman year at New York University. From 1994–2004, he was the #1 Stock Market Timer in the United States and raised $100 million in client assets with an i...

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