Intro to Financial Planning

Spring 2025 Special Session

Class Notes

This course is designed to give students an overview of the financial planning profession, including financial planning regulations and practice standards. Coursework will cover areas of the financial planning process, financing strategies, financial statements, financial services regulations, behavioral finance, and more. This program is for those who already have a bachelor?s degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.

Class Details

Instructor
Instructor Name (static text): 
Arbogast, Jaycob A
Location

WWW ONLINE

Class Registration Information

Class #
5142
Course
FINA 850 -
SECT 126
Units
3
Fees
Amount per Unit
  • $215 / unit
Capacity
7/40
Class Meeting Dates

01/21/2025 - 05/16/2025

Days

TBA

Times

Registration

Class Fee: $645.00
FINA 850 - SECT 126

Intro to Financial Planning

Class: 5142 Units: 3 Fees: $645.00

M-F 01/21/2025 - 05/16/2025 TBA

Class Notes

This course is designed to give students an overview of the financial planning profession, including financial planning regulations and practice standards. Coursework will cover areas of the financial planning process, financing strategies, financial statements, financial services regulations, behavioral finance, and more. This program is for those who already have a bachelor?s degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.

Instructor
Instructor Name (static text): 
Arbogast, Jaycob A
Location
WWW ONLINE