Oct 16, 2021  
SCPS College Catalog 2020-2021 
SCPS College Catalog 2020-2021 [ARCHIVED CATALOG]

FIN 571 - Fundamentals of Financial and Insurance Planning

Fundamentals and Insurance Planning is a required course of CFP® Certification. FIN571 covers fundamental principles in financial planning and fundamental principles in the theory of insurance. By design, the course covers various aspects of financial planning strategies emphasizing applicable knowledge and techniques with which a financial service professional shall be equipped to best service clients based on CFP Board’s Financial Planning Practice Standards, Code of Ethics and Professional Responsibility, Rules of Conduct, as well as rules of Disciplinary Rule and Procedures. In addition, the course also covers the latest common insurance products and practices emphasizing knowledge and techniques in insurance planning with which a financial service professionals shall be equipped to best service clients The course provides a solid foundation in financial planning while focusing on practical skills.