4.5 CEUs
Prerequisites: Students must complete courses FP401A–FP406A in order to begin FP407A unless the participant can prove Challenge Status as defined by CFP Board. Bachelor’s Degree is highly recommended, and all students are encouraged to understand the CFP® Certification Requirements.
This competency-based course utilizes the knowledge obtained in the previous six financial planning courses to demonstrate a comprehensive understanding of financial planning theory through effective application in the creation and presentation of a financial plan for a client. Effective oral and written communication must be employed in conjunction with proper analytical techniques with the ultimate goal of crafting a plan that satisfies the client’s goals and objectives within the framework of the economic, political, and regulatory environments. Utilization of the CFP Board Financial Planning Practice Standards is strongly emphasized.
Individuals that complete this course have proven their ability to apply the financial planning process to real life situations, as well as their ability to communicate their recommendations to a client in an efficient and professional manner.