CFP-501: FUNDAMENTALS OF FINANCIAL PLANNING

Course: CFP-501: FUNDAMENTALS OF FINANCIAL PLANNING

This Course is for Fidelity Employees Only

Course Overview: 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. 

Faculty: Bill Laws or Raymond Nichols

FALL Course Dates: WEDNESDAYS, SEPT. 13 – NOV. 15, 2023
WINTER Course Dates: WEDNESDAYS, JAN. 10 – MAR. 13, 2024
SPRING Course Dates: WEDNESDAYS, MAR. 27 – MAY. 29, 2024
SUMMER Course Dates: WEDNESDAYS: JUN. 19 – AUG. 28, 2024

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.