Expand/collapse block Fundamentals of Personal Financial Planning 11th Edition – Cohort

Fundamentals of Personal Financial Planning 11th Edition – Cohort

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Who Should Attend



This 10-module course is ideal for employees who want to increase their confidence when talking with members about any aspect of their financial life and who want to make solid referrals to their qualified financial planners. This survey course covers the basics of cash management and budgeting, debt management, insurance and risk management, educational planning, investment planning, retirement planning, tax planning, and estate planning.

What is a Cohort?

A cohort or online class is an alternative to independent study. Cohort participants work with a subject matter expert (facilitator) and network with other credit union employees taking the same courses. Facilitators use an online forum to guide and pace students through the course. For those who find learning with others more satisfying or who find a particular subject more challenging, joining a cohort is an option. Our cohorts have a defined start and end date based on covering 1 module a week with some...

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Description Link

View or Download Description: CUC-240-FPFPE11-CHR_DES.pdf


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