Overview
Financial Planning Principles Course Overview
Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for, when, and how to execute against a plan. A strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.
Financial Planning Principles Learning Objectives
Upon completing this course, you will be able to:- Describe the purpose of a financial plan and why it is important
- List the 7-steps of financial planning and describe what interactions take place between a financial advisor and the prospective client at each step
Who Should Take This Course?
This Financial Planning Principles course is for anyone – from those interested in pursuing a career in financial planning and wealth management to those who do not but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.
Financial Planning Principles
Led by Chris Wyman
Level 2
Approx 2.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
The What and Why of a Financial Plan
Let The Financial Planning Process Begin
Step 1: Understanding Personal and Financial Circumstances
Key Financial Ratios for Understanding Your Client Part 1
Key Financial Ratios for Understanding Your Client Part 2
Key Financial Ratios for Understanding Your Client Part 3
Key Financial Ratios for Understanding Your Client Part 4
Step 1 Recap
Meeting Between the Pritchetts and Their FP - Step 1
Meeting Debrief
Step 2: Identifying and Selecting Goals
Meeting Between the Pritchetts and Their FP - Step 2
Meeting Recap
Step 3: Analyze the Client's Course of Action
Step 4: Developing the Financial Planning Recommendation
Step 5: Presenting the Financial Planning Recommendation
Step 6: Implementing the Financial Planning Recommendation
Step 7: Monitoring Progress and Updating
Course Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Wealth Management (FPWM)™ Certification
Financial Planning Principles is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 23 courses.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Great course
Great learning
Great learning
Ali Ashraf
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Federico Belletti
Good for beginners
Recommend for all to learn how cash is distributed when it comes to plan for the future
Recommend for all to learn how cash is distributed when it comes to plan for the future
fotaw chambeng vivian
Worth Every Cent
Just finished the first module of the course, but I can confidently recommend the course to every frontliner in the financial industry.
Just finished the first module of the course, but I can confidently recommend the course to every frontliner in the financial industry.
