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DePaul University

Fundamentals of Financial Planning and Insurance Planning (Module 1) — Financial Planning Certificate Program

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Fundamentals of Financial Planning provides an overview of the financial planning and insurance industry. You’ll learn the basic terminology of financial planning and develop a thorough understanding of insurance basics, risk management strategies, evaluation of client data, the concept of time value of money and the ethical considerations necessary for successful financial planners.


  • Financial planning process
  • CFP Board's Code of Ethics and Professional Responsibility
  • CFP Board's Financial Planning Practice Standards
  • Personal financial statements
  • Budgeting
  • Emergency fund planning
  • Credit and debt management
  • Buying versus leasing
  • Function, purpose and regulation of financial institutions
  • Legal aspects of insurance
  • Property and casualty insurance
  • General business liability
  • Health insurance (individual)
  • Disability income insurance (individual)
  • Long-term care insurance
  • Life insurance
  • Client attitudes and behavioral characteristics
  • Educational funding
  • Financial planning for special circumstances
  • Time value of money concepts and calculations
  • Characteristics and consequences of types of entities and property titling
  • Principles of insurance
  • Analysis and evaluation of risk exposure
  • Viatical settlements
  • Insurance needs analysis and rational
  • Taxation of life, disability and long-term care insurance
  • Insurance policy selection
  • Insurance company selection and due diligence

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.


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