Fundamentals of Financial Planning
A comprehensive overview of critical topics in the field, such as data gathering, processing and analyzing information, making recommendations, and writing, implementing, and reviewing a plan. Topics include: regulations affecting financial planners; basic financial planning concepts such as the time value of money, the economic environment, ethical, professional and legal considerations, budgeting, forms of business ownership and how to address inflation/volatility in financial plans.
Qualifies for 30 CPE credits.
Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at cpe@pace.edu
Feedback/Comments
Disclaimer: Pace University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
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White Plains Campus (Lubin Graduate Center) |
New York City Campus (Midtown Center) |
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CFP 0101 - Fundamentals of Financial Planning Mondays, June 17 – August 19, 2013 Course Reference #90641 Early Registration Tuition: $621.00
$690.00 after 05/24/13
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CFP 0101 - Fundamentals of Financial Planning Wednesdays, June 19 – August 21, 2013 Course Reference #90367 Early Registration Tuition: $621.00
$690.00 after 05/24/13
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Register Now! |
Classes in Westchester and New York City
Call 1-800-72-PACE-U (727-2238) or e-mail us at cpe@pace.edu
Feedback/Comments
Disclaimer: Pace University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo) ® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
