CPE Session 3: Saturday, August 5, 8:00 AM – NOON
AFS and CFP Board Model Financial Planning Curriculum:
An Opportunity to Excel*
Course Level:
Basic/Intermediate/Update
Description/Objectives:
The primary intent of the course is to identify and review the critical stages of the comprehensive personal financial planning process including its development, implementation, and ongoing monitoring. Additionally, the course is designed to develop and enhance participants' knowledge about the new Academy of Financial Services (AFS) and Certified Financial Planner Board of Standards, Inc. (CFP Board) New Model Financial Planning Curriculum.
Special Features: The course provides individual participants an opportunity to learn how to develop, implement, and monitor comprehensive personal financial planning programs at both the graduate and undergraduate levels.
Major Subjects:
Personal Financial Planning Fundamentals; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning; Estate Planning; Case Studies in Financial Planning, including Publication Opportunities.
Pedagogy:
Lecture, group discussions, and problem-solving (opportunities to excel).
Prerequisite:
Basic knowledge of accounting, finance, and federal taxation. Presenter:
William Carper, Black Hills State University.
* Denotes special requirements or prerequisite
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