25.14.1
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FP 1 : Fundamentals of FP

Lucero Ruiz Andrade

Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations. Gain practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements.





 

Issued on

April 24, 2025

Expires on

Does not expire