Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.
Financial Planning Principles
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Financial Planning Principles
This course is part of Wealth Management Specialization
Instructor: CFI (Corporate Finance Institute)
Included with
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
3 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Learn the purpose of financial planning and the 7-step process, including how financial advisors interact with clients at each stage.
Details to know
Shareable certificate
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Recently updated!
April 2026
Assessments
3 assignments
Taught in English
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This course is part of the Wealth Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 6 modules in this course
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Instructor
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Corporate Finance Institute
Corporate Finance Institute
Corporate Finance Institute
Corporate Finance Institute
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