Course Detail: KAP7 - Financial Plan Development
The student taking the Financial Plan Development course will be exposed to case analysis and integration of the six (6) major areas of personal financial planning (Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning).

Course Pre-requisites
(required) General Financial Planning Principles, Professional Conduct, and Regulation
(required) Retirement Savings and Income Planning
(required) Estate Planning

Available Sessions