Requirements:
Hardware Requirements:
- This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
- Adobe Acrobat Reader.
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.
Certified financial planner shows you how most wealthy people build their fortunes.
- Introduction to the Financial Process
- Organize Your Finances
- Short-Term Investments: Building Cash Assets
- Bonds, Stocks, and Mutual Funds
- Education Accounts
- Retirement Savings
- Real Property Assets
- Understanding Mortgages
- Other Financing
- Risk Management
- Build Your Team of Professionals
- Put Your Plan into Action
Self-Study