CFP Module 1 of 6 : Foundations in Financial Planning

Course Description

Module 1 is a self-contained module, leading to the Associate Financial Planner (AFP^CM) title.

The Module provides an overview of the entire financial planning process by establishing a body of knowledge that will form the foundation necessary for one to become a competent financial planning professional.

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Certificates

Job Level

Certificate Issued

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Flexibility in Planning and Teaching

Theoretical Knowledge

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Practical Skills

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Individual Work with a Mentor

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Final Individual Project

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