Comprehensive Financial Planning
This course will examine financial planning on a more inclusive and comprehensive scale. Comprehensive financial planning involved the process of collecting client information and analysing that information for the purpose of making recommendations to the client. The 6 areas under examination are 1) Financial Management, 2) Risk Management, 3) Retirement Planning, 4) Tax Planning, 5) Estate Planning, and 6) Asset Management. The intent of this course is not to bring up a great many new topics but rather to examine how to draw from the other CFP® courses in the program and tie the analysis together in order to develop a single financial plan for the client. The six step process will be followed in conjunction with the CFP® code of ethics and practice standards.