CFP Course 1: Introduction to Financial Planning is a foundational study guide created for candidates beginning their Certified Financial Planner (CFP®) certification journey. This document introduces the core financial planning framework, including the CFP financial planning process, client goal setting, cash flow and budgeting analysis, time value of money, basic investment principles, risk management fundamentals, ethics, and professional responsibilities. Aligned with the CFP Board curriculum, this guide helps students build a strong conceptual foundation required for advanced CFP coursework and improves readiness for exam-based assessments and professional financial planning practice.
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