Formal Financial Planning Topics

The financial planning industry has established a formal body of knowledge which professional financial planners must learn in preparation for their careers. This academic knowledge is extremely important as a background for your decisions.

If you are looking for an answer to a specific financial planning question, just look for the appropriate sections and study what’s helpful to you. If you are a financial planning practitioner, you need all of this information, so just start at the beginning and work your way through.

General Principles

The fundamentals of financial statements, cash management, financing strategies, financial institutions, economic concepts and business law.

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Education Planning

Details on designing an educational plan, calculating a financial needs analysis, using the tax code to subsidize your education and creative educational hacks.

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Income Tax Planning

Income tax history and law, tax formulas and calculations, credits and deductions, business entities, tax doctrine, and various tax planning strategies.

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Insurance Planning

Principles and concepts of risk and insurance, life insurance, disability insurance, long-term care insurance, health insurance, P&C insurance, etc.

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Employee Benefits Planning

Stock options, deferred compensation programs, retirement plans, income tax doctrine and other employee benefit programs and plans.

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Investment Planning

Types and strategies of investments, theory of investing, portfolio analysis, asset allocation and portfolio diversification models, asset pricing models.

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Retirement Planning

Financial analyses, Social Security planning, types and provisions of retirement plans, distribution rules and strategies, taxation of retirement assets.

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Charitable Giving

Theory of charity and philanthropy, non-for-profit entities, charitable mission and purpose, board participation, charitable tax planning and giving techniques.

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Estate Planning

Estate planning documents, wills and trusts, powers of attorney, property transfer mechanisms and law, estate tax planning, GST and gift tax planning.

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