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Course Description

Attain a comprehensive overview of the financial planning process. Understand the roles and responsibilities of a financial planner and gain the analytical skills to aid in fiduciary decision making. You will learn communication techniques, risk tolerance, time-value-of-money, regulatory issues and various financial planning applications.

Course Outline

1.  Financial Planning Process

2.  Communicating Effectively with Clients

3.  Ethics, Professionalism, and Practice Standards

4.  Client attitudes toward Risk

5.  Gathering Data and Preparing Financial Statements

6.  Time Value of Money-Basic Concepts and Applications

7.  Time Value of Money-Advanced Concepts and Applications

8.  Financial Planning Applications

9.  The Regulation of Financial Advisers

10.  The Legal and Economic Environment of Financial Institutions

Learner Outcomes

Upon completion, students will be able to construct personal financial statements, apply business structures for clients, budget and deal with regulatory requirements.

Notes

Method of Instruction: Lecture
Evaluation: Final Examination-There will be a final exam at the conclusion of each module. 

A minimum grade of 75% must be earned on all exams that are administered as part of the program.  Students scoring 60% or higher on a final exam will be allowed one opportunity to retake the exam to achieve a passing grade for that course module. Students who score below 60% on a final exam are required to retake the module the next time it is offered.

Prerequisites

CFP Certification Process Education Requirement
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Section Title
CFP - Fundamentals of Financial Planning
FIS ID
343380
Section Schedule
Aug 19, 2025 to Oct 02, 2025
Type
Online, Synchronous
Days
T, Th
Time
6:00PM to 9:00PM
Dates
Aug 19, 2025 to Aug 28, 2025
Type
Online, Synchronous
Days
Th, T
Time
6:00PM to 9:00PM
Dates
Sep 04, 2025 to Oct 02, 2025
Schedule and Location
View Details
Contact Hours
39.0
Location
  • Central Campus / CPCC
Delivery Options
CLASS  
Course Fee(s)
Reg fee 25-50 hours non-credit $125.00
Additional Fee(s)
TECH Fee $5.00 Mandatory
CEUs
3.9 CEUs
Drop Request Deadline
Aug 12, 2025
Transfer Request Deadline
Aug 12, 2025
Instructors
  • Angela Bellamy
Section Notes

Fundamentals of Financial Planning is the first class of a series of six modules. It is recommended that you take this course first. Textbook is required for the course. 

To become a CFP there are seven modules you will have to complete, which will take a year to complete, CFP Board Education Requirements. 

  1. CFE 8001 Fundamentals of Financial Planning 
  2. CFE 8002 Insurance Planning 
  3. CFE 8003 Investment Planning 
  4. CFE 8004 Tax Planning 
  5. CFE 8005 Retirement Planning 
  6. CFE 8006 Estate Planning 
  7. CFE 8007 Financial Plan Development Course  

Wells Fargo Scholarship for Financial Services Careers the Wells Fargo Scholarship for Financial Services Careers has been established to provide scholarship assistance to deserving Central Piedmont students interested in gaining employment in the financial services industry. The endowment was created by a gift from Wells Fargo to attract and retain students in the banking and financial planning disciplines. This is a partial scholarship that would go towards your tuition and fees. If you receive the scholarship, it will be applied to your next six modules.

Class will not meet:

  1. September 2 (Professional Development Day, No Classes for Students
  2. October 14 & 16 (Break for Faculty Central Piedmont is Opened)
Section Materials
  • (Mandatory)
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