Home Course Review Introduction to Financial Planning – CFP Certification Course Review

Introduction to Financial Planning – CFP Certification Course Review

Course Highlights
  • ICFP via Udemy
  • 3,220+ already enrolled!
  • ★★★★★ 4.7 (1,278 Ratings)

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In this course, the instructor will explain how you can implement the financial planning process by using financial planner competencies. Here you will be taught all about financial planning by following a prescribed code of ethics and practicing different standards. The instructor will give a detailed explanation of the economic, social, political, and technological environment. You will be able to determine how financial plans should accommodate all such environments.

Going further, the instructor will help you understand the potential goals a client may have and explain how to help them enunciate their goals.

Similarly, you will understand the right way to evaluate strategies to help clients achieve their goals. Furthermore, you will understand the basic tools of financial management and financial mathematics applications in detail. Then you will be taught how to devise simple strategies and mechanisms to achieve realistic goals. Hence, this course on financial planning will cover not only this, but also many other related topics.

TTC Course Analysis:

Following are the results of comprehensive analysis of “Introduction to Financial Planning – CFP Certification” online course by our team of experts.

TTC Rating
177 Reviews

TakeThisCourse Sentiment Analysis Results:

In order to facilitate our learners with real user experience, we performed sentiment analysis and text mining techniques that generates following results:

  • TTC analyzed a total of 177 reviews for this online course.
  • The analysis indicates that around 92% reviews were positive while around 08% of reviews had negative sentiment.
  • ICFP online course received a total score of 4.6 out of 5, based on user opinions related to 4 effectiveness factors including content, engagement, quality practice and career benefit.

Introduction to Financial Planning - CFP Certification Course Review Barchart

TTC Course Effectiveness:

Online Course Effectiveness Score (Learn More)
Content Engagement Practice Career Benefit
4.7 / 5.0
138 Reviews
4.8 / 5.0
132 Reviews
4.5 / 5.0
48 Reviews
4.9 / 5.0
78 Reviews

Based on learner reviews we believe;

  • The content of this course is presented succinctly and allows learners to develop a good understanding of the topic.
  • All the concepts of financial planning are tailor-made and well-articulated.
  • The instructor has used simple wordings along with interesting examples to help learners understand financial planning.
  • This course can help learners develop a very good understanding of financial planning and develop skills that can enhance their overall performance.

Introduction to Financial Planning - CFP Certification Course Review SA Visualization

Pros & Cons:


  • Bestseller course.
  • High rating of 4.7
  • Engaging practice questions.


  • Sections 1-3 were very fast.

What Learners Are Saying About this Course:

This section contains feedback that has been given by online learners about this course. Note that we have divided these reviews based on our main points mentioned below;


  • I like the content of this course as it has been explained in a very easy and understandable manner. The lecture videos are quite interesting and have easy content that makes us understand the concepts effectively. (Brijesh K, ★★★★★)
  • This course offers very good content regarding financial planning. The entire content has been explained considering what actually happens in real life. I am very satisfied with the quality of this course. (Gurpreet Kaur, ★★★★★)
  • The course offers very useful and easy to comprehend content. I would like to thank the instructor for this opportunity. (Vikas J, ★★★★☆)
  • This was a well-articulated course that taught me so much about financial planning. (Rooban J, ★★★★★)
  • This course offers many new things to learn about financial planning. Glad to have found this course. (Neeraj K, ★★★★★)
  • A very interesting course that taught me a lot of things regarding financial planning. The amount of content is right for me and explained in a clear way. This course has taught me in detail what financial planning actually means. (Anurag U, ★★★★★)
  • The course offers the best learning content to learn about financial planning. (Arjun K, ★★★★★)


  • A wonderful and pretty engaging course that taught me so much about how to apply financial planning concepts in real life. (Jabid A, ★★★★★)
  • The course offers great training and I am really happy with this course. (Nanda Kumar, ★★★★★)
  • This was an eye-opener course for me. It taught me so many things about financial planning that I didn’t know before. (Ashish K, ★★★★★)

Quality Practice:

  • This course has helped me develop a very beneficial skill. The practice questions were quite interesting and solving them helped me fill a lot of gaps I had in mind regarding finance. Indeed this is a very helpful course and can be recommended to all those interested in finance or wish to improve their financial skills. (Ankush K, ★★★★★)

Learner’s Career Benefits:

  • A wonderful course that has helped me improve my working technique to a great extent. I believe this course will definitely help with my internal promotion. If I get a promotion now it will be because of this course. (Sagar B, ★★★★★)
  • The course offers adequate material and is not only mobile-friendly but easy on the pocket too. I think this course is a perfect way to develop financial skills that can help you start a career in this field. (Sangram M, ★★★★★)

Learner’s Suggestions/Recommendations:

  • The course is good overall but there were very few examples that I believe the instructor should take a look at. If there are more real-life examples included in the course, it will become easier to understand a specific concept. (Ravindar E)

Is this Course worth taking?

We believe this course offers sufficient content regarding financial planning that has been explained in a very engaging manner. The course contains engaging practice questions and solving them would help learners understand the different concepts more conveniently. So overall we can say this course is a feasible and convenient way to understand all about financial planning.

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