School of Continuing Studies

XCPD-020 Fundamentals and Ethical Consideration & Insurance and Employee Benefits

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About the course

This course introduces the financial planning profession, the concepts of the time value of money, insurance planning, and the practice of personal financial planning by professional planners. A financial calculator, such as a Hewlett Packard 12C, is required for this course.

Course Objectives

Upon completion of this course, successful students will be able to:

  • Gain a firm grasp of financial planning concepts.
  • Obtain an introduction to the financial planning profession and the practice of personal financial planning for individuals, families, and small businesses by professional planners.
  • Understand time value of money concepts and the calculations to support them.
  • Learn about insurance planning and risk management and gain a working knowledge of risk management/ insurance techniques.

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