Apr 02, 2025  
PUBLISHED 2024-2025 Credit Catalog 
    
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PUBLISHED 2024-2025 Credit Catalog [ARCHIVED CATALOG]

BFIN 4040 - Applied Client Planning

Description
This course prepares you for the Applied Financial Planning (AFP) Certification examination. You will explore how to develop a professional relationship with clients based on trust and credibility, how to analyze qualitative information required to create financial recommendations; to analyze quantitative information required to create a financial plan; how to formulate financial planning strategies and recommendations; to prepare financial planning recommendations; and how to finalize the financial plan with the client. In addition, you will learn how to implement your financial planning solutions, monitor the results and update the financial plan.

3 Credits

Prerequisites
 

  • BFIN 4030