Personal & Family Financial Planning will teach the comprehensive principles of the financial planning process. This course will prepare you for a career within the financial services industry or academia using the ethics and ethos of the Certified Financial Planner Board of Standards. The course will apply theory and practice to set the foundation for the core financial planning competencies. As a practitioner or academic, implementing the art and science of financial planning requires understanding interdisciplinary theories and applications. This course will expand on the breadth of the discipline to prepare you for advanced courses in each subject in greater depth.
Upon completion of this course, successful students will be able to:
Note: A request for refund must be received in writing within 10 days of beginning the course and can take up to 4 weeks to process. Refund requests should be sent to the address, e-mail or fax below. We reserve the right to modify or cancel a course/event when circumstances warrant, including insufficient registrations. In the event of cancellation, each registrant will be notified and issued a full refund. The University of Florida is not responsible for any other related expenses. Please send refund requests to Nicole Sloan, University of Florida, P.O. Box 110310, Gainesville, FL 32611-0310 or to email firstname.lastname@example.org or to fax number 352-392-8196.