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.
SUMMER 2013
White Plains Campus
(Lubin Graduate Center)
New York City Campus
(Midtown Center)
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
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
  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

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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.