Ready for a Career Boost? Start with the Graduate Program and PFPL510!
Moderator
🚨As part of the College for Financial Planning’s Master of Science in Personal Financial Planning (MS-PFP) program, the PFPL510 course, Financial Planning Process & Insurance, offers graduate-level students a comprehensive introduction to the foundations of financial planning, insurance, and risk management. Designed for those entering or advancing in the financial planning profession, this course guides you through the essential steps of advising clients effectively and ethically. It blends theory with real-world application through extensive case study work and emphasizes the importance of critical thinking in evaluating personal financial decisions such as education funding, life insurance coverage, annuity suitability, and risk mitigation.
In this course, you’ll engage with weekly assignments, quizzes, discussions, and collaborative topics that will deepen your understanding of financial statements, time value of money, behavioral finance, education planning, professional conduct, and insurance planning. Key concepts include the personal financial planning process, client psychology, fiduciary standards, property and casualty insurance, life and annuity products, health and disability insurance, and long-term care planning. Through this structured curriculum, you’ll develop practical skills in client evaluation, insurance needs analysis, and regulatory compliance, all skills vital for competent, ethical, and effective financial planning professionals.
The course is part of a CFP board-registered graduate program that, when completed, satisfies the education requirement for the CFP Board exam. As such, it aligns closely with several of the the CFP® Board’s Principal Knowledge Topics, ensuring relevance to certification and practice standards. It also empowers you to build client-centered financial plans in which you can contribute meaningfully to the financial well-being of your clients. You’ll find more information about how PFPL510 can help you thrive in your financial planning career here.
