Name: Financial Planning Principles
Availability: InStock
Rating: 4.90 (50 reviews)

Financial Planning Principles

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. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.

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 Learning Objectives

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 prospective client at each step

Prerequisite Courses

Recommended courses to complete before taking this course.

Introduction to Financial Planning and Wealth Management: Industry and Careers

What You'll Learn

Lesson

Multimedia

Exams

Files

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 Professional (FPWMP®) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

Learn More

What Our Members Say

Helpful

This course is very helpful for not only advising companies but also how to manage personal finance in a fashioned manner. So I recommend everyone to take this course with due care.

Atinafu Asefa

Great introductory course

Gives a nice and clear overview on the different fields which need to be considered as a financial planner.

Auron Illing

Great Experience

I would recommend to anyone!

Julius Bruce Ochieng

GOOD

جزيل الشكر للقائمين على هذا المعهد المهنى الدقيق

Ahmed mohamed mahmoud khader

Learnt a lot personal finance

Learnt a lot about personal finance, a very interesting course

Mustapha Ibrahim

fantastic

it was clear and concise

Taiwo Olayinka

Planning

I learned how to make financial planning modules.

ODONG ISAIAH

Great Experience

Have additional case studies

Vincent Njoroge

Amazing

Well Structured content

Papa Yaw Boateng

100% interesting to learn and understand

sometimes we don't know the value of things until we have someone to unveil them for us, if you are here, you are in the right place. You will get to know the value and importance of a lot of things

ALEMMBOM PERRY-BRIGHT LOHBAN

Experience

It was nice having different sessions of the course being broken down into understandable content

Newton Wachira

Quality course

A quality course indeed

Victor Musonda

An excellent course of Financial Planning Principles

Excellent course of Financial Planning Principles with various demonstrations and details explanation of industry knowledge

Kwong Sang Yeung

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.

Junias Naundobe

Good for beginners

Recommend for all to learn how cash is distributed when it comes to plan for the future

fotaw chambeng vivian

Great course

I am pursuing the FPWM certification for personal reason and this course gets right to the heart of the issues to allow you to understand the concepts quickly and think about the planning one must do to live comfortably in your later years. Great Course

Scott LaBrec

Good walk through of the principal framework

Julius Anuolu Oloyede

Great Course

Very empowering for those want to go this route in their careers.

Louis Mlongoti

Great Introduction

This is a foundational course for Wealth Management services and I find it really usefel to get a glimpse of everything a financial planner has to take into consideration.

Florencio Rustrián Monroy

Fun and Engaging

Great course content, very engaging and informative.

Tharindu Nalaka

Great and feeling accomplished

Wycliffe Wekesa Simiyu

7-step Financial Planning Process

I have enjoyed the course

Lydia Angolo Endjala

Interesting Lecturing

Kassahun Kumalo

Great certificate

THe concepts were explained well and there is material and videos. So I am happy I took it.

Erick Vivas

Great Efforts

Optimal efforts by CFI for finance students and professionals are the best. Lovin' it.

Yaseen Ghori

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.