Course Description

Personal Financial Planning and Advising

This course integrates other courses taken to prepare for the CFP (Certified Financial Planner) exam, which is set by the Financial Planners Standards Council. Students will demonstrate their understanding of all the concepts, including the ethical considerations of managing a financial planning practice by preparing a major financial planning project. This course is strongly recommended for students who wish to plan for their financial futures as well as those who are considering careers in financial planning.

  • Prerequisite: F725

Course Offerings

Winter 2021

Code Section Outline
C01 Outline

Winter 2020

Code Section Outline
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