Personal Financial Planning Certificate

Certificate

The Personal Financial Planning Certificate is designed as a comprehensive preparation for all aspects of personal financial planning. The certification covers all the required topics to fulfill the education requirements to sit for the CFP® Certification Examination.

Courses

• FIN3103 — Investment Planning
• FIN3173 — Insurance Planning
• FIN3303 — Retirement & Employee Benefits
• FIN3323 — Estate Planning
• FIN4123 — Financial Planning

Source ↗

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