Foundations in Financial Planning℠
The Foundations in Financial Planning Program℠, which can lead to the RP® designation, is designed to provide basic, practical knowledge of the financial planning process and the five disciplines of financial planning. This program is ideal for frontline employees, individuals new to financial services, insurance agents, recently licensed advisors, and anyone interested in the basics of financial planning.
Students are introduced to different product categories, essential terminology, and general concepts applicable to financial planning. Completing the Foundations in Financial Planning course will allow you to use the Registered Paraplanner℠ or RP® mark.
Why choose the Foundations Program?
- Graduates of the Foundations program report yearly increases to their earnings, job satisfaction, and number of clients.
- The Foundations program is perfect for those working in support roles at financial firms and want a better understanding of their day-to-day business.
- Looking for a better grasp of household finances and a general understanding of financial planning? The Foundations program is an ideal introductory program for those without a background in financial planning.
- There are more than 13,500 graduates and the program is widely recognized and encouraged by many top financial firms.
The Foundations in Financial Planning℠ program is excellent for someone like me who is just starting a career in financial planning. Course materials provide a well-written and comprehensive introduction to the financial services industry. – Pat G.
Chapter 1. Personal Financial Planning Defined
Chapter 2. How Financial Planning Helps Individuals Achieve Their Goals
Chapter 3. Steps in the Personal Financial Planning Process
Chapter 4. Knowledge Required for Appropriate Analysis & Plan Creation
Chapter 5. Ethical & Regulatory Issues & the Financial Planning Professional
Chapter 1. Financial Statements
Chapter 2. Financial Situation Analysis
Chapter 3. Credit and Debt
Chapter 4: Budgeting
Chapter 1. Basic Calculator Functions and Terminology
Chapter 2. Calculator Keystrokes Relating to Time Value of Money
Chapter 3. The Importance of Rate Assumptions
Chapter 1. Principles of Risk Management
Chapter 2. Homeowners Insurance
Chapter 3. Automobile & Umbrella Liability Insurance
Chapter 1. Life Insurance
Chapter 2. Health Care Plans
Chapter 3. Disability Income Insurance
Chapter 4. Long-Term Care Insurance
Chapter 5. Annuities
Chapter 1. Asset Classes
Chapter 2. Types and Measurements of Risk
Chapter 3. Mutual Funds and ETFs
Chapter 4: Investments and Financial Planning
Chapter 1. Opportunities and Challenges Associated with Retirement Planning
Chapter 2. Sources of Retirement Income
Chapter 3. Social Security
Chapter 4. Financial Planning for Retirees
Chapter 1. The Variety of Taxes Payable by an Individual
Chapter 2. The Federal Tax Calculation on Form 1040
Chapter 3. Tax Consequences of Selling Property
Chapter 4. How Are Employee Benefits and Compensation Taxed?
Chapter 5. Keeping the Proper Records
Chapter 6. Tax Planning Strategies
Chapter 1. Estate Planning Terminology
Chapter 2. Estate Transfer Tools
Chapter 3. Estate Transfer Expenses
Chapter 4. Incapacity Planning
Chapter 1. Getting to Know Your Clients
Chapter 2. The Hahns’ Goals and Objectives
Chapter 3. Exercises
Chapter 4. Answer Key
The Foundations program is delivered via the College’s exclusive MyChoice learning platform. The Foundations in Financial Planning curriculum is worth 45 hours of continuing education credit with some organizations.
Students typically complete their studies within 9-11 weeks, although your completion time may be faster or slower than the duration cited.
To earn the designation, students have to successfully pass the course’s final exam at one of our approved testing centers: PSI, Prometric , or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program. Full enrollment details can be found here.
In order to maintain a College designation, designees must renew every two years. Cost to renew is currently $95 and covers the renewal cost for one or multiple College designations held.
Live Course Dates
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Tue17Feb2015Tue05May20154:30PM-5:30PM (Mountain)Adobe Connect Online
Classes meet each Tuesday.
Tue12May2015Tue28Jul20152:00PM-3:00PM (Mountain)Adobe Connect Online
Classes meet each Tuesday.