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1. understand and apply principles of
effective communication and ethical conduct within the financial planning
profession.
2. develop a systematic means of obtaining
relevant information from a client.
3. use critical and evaluative thinking to
develop a financial plan for a client and adjust the plan as needed to
reflect changes in client’s financial condition.
4. develop proficiency in the various
calculations necessary for successful analysis and monitoring of client’s
financial situation.
5. utilize selected computer-based
financial management programs.
6. demonstrate the ability to efficiently
use the concepts, principles and theories related to the profession within
the context of human systems theory and life course development.
7. demonstrate an understanding of the CFP
Board of Ethics and Professional Responsibility and Continuing Education
requirements.
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