Core Curriculum, CFP, and Finance & Insurance

Unit 1 - Personal Finance Building Blocks (Self-Study)

Course by: Business Career College

SKU: CFP-4101-1

Description

Unit 1 is designed to introduce students to the foundational concepts (Building Blocks) of financial planning. Students should complete this course with an understanding of the environment in which financial planning engagements take place.

This unit also discusses the Paths to CFP® & QAFP™ Certification.

Course Outline

  • Intro to BCC Core Curriculum
  • Economics for Financial Planners
  • Financial Planning Fundamentals
  • Credit and Borrowing Fundamentals
  • Credit and Borrowing Products
  • Emergency Funds and Personal Financial Statements
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes