CA 640 - Fundamentals of Family Financial Planning

Credits: 3

Issues and concepts related to the overall financial planning process, and establishing client-planner relationships. Services provided, documentation required and client and CFP licensee responsibilities are explored. Competencies related to gathering of client data, determining goals and expectations, and assessing the client’s financial status by analyzing and evaluating data are developed. Emerging issues and the role of ethics in financial planning are an integral part of the course.

Notes: Sections of this course are provided online through the Innovative Digital Education Alliance.

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