This financial planning basics course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individual’s implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.

Format: Online pdf (67 pages). Printed book available.
Author: Walter G. Austin
Prerequisites: None
Advance Preparation: None
Level: Basic
CPE Credit: 4 hrs.
Field of Study: Finance
Course expiration: You have one year from date of purchase to complete the course.
Course Revision Date: January 2022