CFP® Exam Education Module 101 - Fundamentals

	101 - Fundamentals Study Packages
Premium Solution Essential Solution Packages include a choice of Traditional or Virtual classroom instruction.

	CFP® Exam Education Modules
Module 101 - Fundamentals Module 102 - Insurance Module 103 - Investments Module 104 - Income Tax Module 105 - Retirement Module 106 - Estates

Kaplan Schweser's CFP Board-Registered Programs satisfy the mandatory education requirements to sit for the CFP® Exam. Our programs give you the flexibility to choose a delivery format that best matches your learning style and schedule.

Module 101: Fundamentals

Module 101 introduces you to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner along with some analytical skills to aid in financial decision-making.

Topics in the course include the financial planning process, securities regulation and licensing, CFP Board ethics, the economic environment, the time value of money, and planning for special situations such as a college education, the formation and operation of a closely held business, and disability. The course also previews wealth accumulation, tax, retirement, and estate planning techniques.

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