Course Detail: KAP1 - General Financial Planning Principles, Professional Conduct, and Regulation
The General Financial Planning Principles, Professional Conduct, and Regulation course will introduce students to the theory and practice of financial planning. Students will receive an overview of specific areas of financial planning including tax planning, investment planning, retirement savings and income planning, and estate planning. Behavioral finance, communication techniques, and counseling principles are also presented. In addition, this course will present topics on the concepts of time value of money, education and retirement funding, risk management, insurance and employee benefits planning.