This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning
CPE FIELD OF STUDY
Specialized Knowledge and Applications* (3 Credits)
WHO SHOULD ATTEND
Financial planners preparing for the PFS exam or who need a refresher on PFP skills.
Basic knowledge of the areas of personal financial planning (PFP).