Course Detail

Introduction to Financial Planning FP101

Course Description

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning and estate planning. The course introduces methods of gathering client data and teaches students how to work with clients to set goals. Students learn how to process and analyze information, construct personal financial statements, and understand the elements of a written financial plan, including implementing, monitoring and reviewing the plan. The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts.

Who Should Attend

Recent college graduates, career changers, retirees, and financial services professionals.


May be taken concurrently with any additional financial planning course except FP106 Estate Planning

Scheduling Details

  • Fall, Spring, Summer

Textbooks and Class Materials

  • Dalton - Personal Financial Plan.: Theory+Practice, 9th (Kaplan Fin) ISBN 9781475440867 (Note: This book can also be purchased through the publisher directly by calling 1-888-694-3568)

For more information, please call 1-866-633-9370.