Course Contents

1. The CFEd Program

2. Total Life Planning – The Process of Financial Wellness

3. Understanding Adult Learners

4. Adult Learning Strategies

5. Becoming An Effective Instructor of Adult Learners

6. Debt Management Through Life’s Transitions

7. Health, Disability, Long-Term Care, Property/Casualty and Auto Insurance

8. Life Insurance and Risk Management

9. Investment Essentials: Choices and Strategies

10. Retirement Plans

11. Tax  Planning

Exam Information

• 160 multiple choice question exam based on the course contents

• Requires 30-40 hours of study time

• Should take approximately 3 to 4 hours to complete

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