Financial Planning Basics for the Individual

Financial Planning Basics for the Individual

$50 – 6 CPE Credits

Feel free to browse, but you need to purchase this Course for any CPE credit.



Please Read through the following before beginning:

1. Click “Begin CPE Course.”
2. You will be redirected to PayPal to pay for your CPE Course.
3. On your receipt, look on the bottom and find, ” Click Here to Navigate to Course.”
4. The Course you purchased is now unlocked. Read the Articles to Unlock the Quiz.
5. If you have read the articles in the magazine, please click through each lesson to access the Quiz.
6. Once you have completed the Quiz, with a passing score, you will be able to print your Certificate.
7. All certificates will be available under the “My Profile” Tab to Print at a later date.
8. If you have any Questions, contact us at 1-888-610-1144


The following are topics covered in this course

  1. How to identify details of the data-gathering portion of the engagement.
  2. Determining someone’s financial and personal goals
  3. Examining the various kinds of risk associated with investing
  4. Identifying other information to be used in the financial planning process.
  5. Examining the different kinds of life insurance available and the guidelines as to which may be appropriate.
  6. Discussing the investment choices and the time frame involved.
Begin CPE Course