Module 1: Financial planning process
Module 2: Financial planning practice and ethics
Module 3: Professional Skills
Module 4: Regulatory, economic and political environments that affect personal financial planning
Module 5: Law and compliance
Module 6: Time value of money
Module 7: Critical thinking
Module 8: Principles of financial management
Module 9: Personal and small business balance sheet (net worth statement)
Module 10: Use and non-use assets
Module 11: Budget preparation and management
Module 12: Savings analysis and strategy
Module 13: Emergency fund
Module 14: Credit and debt management
Module 15: Specific purpose planning
Module 16: Integrated Financial Planning Strategies
Module 17: Synthesis and recommendations
Module 12: Client engagement, communication, and financial planning process
Module 13: Collection and data
Module 14: Attitudes, goals and objectives
Module 15: Issues and problems
