The goal of this module is to introduce the financial planning process as well as some of the basic issues that are often involved in personal financial planning. These include financial statements, the emergency fund, debt, budgeting, college funding, the lease versus buy decision, and special needs planning.

About the Author

David Mannaioni, CFP®, MPASSM is a professor at the College for Financial Planning. Utilizing his 30+ years of experience in the financial services industry, David also maintains a financial planning practice where he works with his clients in all areas of financial planning. In addition to his certifications, David holds life and health insurance licenses in several states, as well as the Series 6, Series 7, and Series 63 registrations with FINRA. You can contact David at

Complexity Level: Overview