Financial Planning Course

Course Description and Audience

In the midst of today’s shifting financial environment and fast-paced, changing lives, solid financial planning is more important than ever. Personal Financial Planning provides students with the tools, techniques, and understanding they need to define and achieve their financial goals. The course follows a life-cycle approach — addressing financial plans, assets, credit, insurance, investment, and retirement — as individuals and families progress through a lifetime. The latest updates throughout this edition reflect the most recent financial developments and research — from new tax laws to professional financial advice that considers the impact of the recent global financial crisis. This course incorporates opening vignettes, cases, and numerous examples from life as well as a proven, integrated learning system to ensure understanding. Step-by-step features teach students to use today’s most critical financial tools and technology. CFP® practice questions provide valuable practice.

Textbook chapters include:

  • Chapter 1-Understanding the Financial Planning Process
  • Chapter 2-Using Financial Statements and Budgets
  • Chapter 3-Preparing Your Taxes
  • Chapter 4-Managing Your Cash and Savings
  • Chapter 5-Making Automobile and Housing Decisions
  • Chapter 6-Using Credit
  • Chapter 7-Using Consumer Loans
  • Chapter 8-Insuring Your Life
  • Chapter 9-Insuring Your Health
  • Chapter 10-Protecting Your Property
  • Chapter 11-Investment Planning
  • Chapter 12-Investing in Stocks and Bonds
  • Chapter 13-Investing in Mutual Funds
  • Chapter 14-Planning for Retirement
  • Chapter 15-Preserving Your Estate

Diplomas and Certificates Applicable to the Financial Planning course:

eBook access included in tuition

Related Topics


Barbara-Jean DeLoria
Barbara-Jean DeLoria

Barbara-Jean is the Senior Vice President, Director of Mortgage for Florence Bank. She has extensive experience in all aspects of banking including retail banking, commercial lending, and credit adm... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Financial Planning3 Any AnySelf-StudySelf-Study Barbara-Jean DeLoria$760.00 Register Now
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