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Financial Planning Principles

By Coursera on Coursera · Business
Price
$49

About This Course

Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey. This Financial Planning Principles course is for anyone – from those interested in pursuing a career in Financial Planning and Wealth Management, to those who do not, but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.

Instructor

Corporate Finance Institute

Frequently Asked Questions

How much does Financial Planning Principles cost?
Financial Planning Principles costs $49. Check the course page for current pricing and available discounts.
Who teaches Financial Planning Principles?
Financial Planning Principles is taught by Corporate Finance Institute, Corporate Finance Institute.
What skill level is Financial Planning Principles for?
This course is designed for all levels learners.