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School of Continuing Studies

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

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Course Details

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. This course is available for continuing education insurance credits:

  • District of Columbia – 16 CE insurance credits
  • Maryland – 16 CE insurance credits
  • Virginia – 39 CE insurance credits

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.
DePaul University

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

Next dates

Sep 30—Dec 9, 2019
Modules info
USD 900
Oct 2—Dec 18, 2019
11 daysModules info
Chicago, Illinois, United States
USD 900
USD 81 per day


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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