Personal Financial Planning - Manchester Community College - Manchester

Personal Financial Planning from Manchester Community College - Manchester is a Campus Certificate Finance degree that prepares you for a Business career. Program Design The Personal Financial Planning certificate program is principally designed for individuals employed in financial planning or in areas related to the financial services and insurance industries. Students entering this program are assumed to have a business foundation gained either through college instruction or on-the-job learning. Students in this program are likely to be: Financial planning practitioners looking to update and strengthen their knowledge or broaden their base. Practitioners interested in earning the CFP? professional designation. Employees in financial institutions seeking professional development. Mature employees seeking a career change. Liberal arts college graduates seeking courses in financial planning. Students and graduates from business programs who are interested in financial planning courses not offered by their institutions. Adult learners returning to the labor force who are interested in working in the financial services industry. Students who complete each course successfully and who meet all other certification requirements may be eligible to sit for the national Certified Financial Planner (CFP) exam, administered by the CFP Board of Standards. Learning Outcomes Upon successful completion of all Personal Financial Planning certificate program requirements, graduates will 1. Determine whether and how an individual can meet life goals through the proper management of financial resources. 2. Explain issues and concepts related to the overall financial planning process. 3. Apply financial planning concepts, tools and techniques in an objective, integrated and comprehensive manner for the benefit of individuals to help them achieve their financial objectives, using the financial planning process. 4. Demonstrate an understanding of their responsibilities to the public, to clients, to colleagues and to employers in terms of acting in an ethical and professionally responsible manner in all professional services and activities. 5. Demonstrate mastery of the financial planning topics determined by the Certified Financial Planner Board of Standards to constitute the core curriculum for personal financial planning practitioners: gather client data and determine goals and expectations; analyze and evaluate a client?s financial status; develop and present a financial plan; calculate and interpret time value of money; demonstrate an understanding of risk management, the process of risk analysis, and life insurance needs analysis; understand investment theory and strategies; explain the features of investment vehicles; calculate measures of investment and portfolio performance; understand the provisions of current Federal tax laws; apply tax planning strategies; and apply retirement and estate planning strategies. View more details on Manchester Community College - Manchester, CT . Ask your questions and apply online for this program or find other related Finance courses.