This course is designed to enable candidates to develop a clear appreciation of financial
planning. Candidates are provided with an outline of each of the major concerns of a
financial planning professional to prepare for the extensive study to be covered in the
other courses of the CFP certification program. The entire program prepares candidates
to be a competent financial planning professional capable of meeting the financial
planning need of the consumers.
03-4145 0123 (Ms Lee - ext 3516)