CYAF 824: Fundamentals of Financial Planning
Prereqs: Admission to CYAF graduate program or permission
Distance education course delivered by Kansas State University.
Issues and concepts related to the overall financial planning process and establishing client-planner relationships. Services provided, documentation required, and client-CFP licensee relationships. Competencies related to gathering of client data, determining goals and expectations, and assessing the client’s financial status. Emerging issues and the role of ethics.