Description
Get clued into the financial planning process and the financial services industry. This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
Learning Objectives
Upon completion of this course you will able to:
-explain why financial planning is important for clients;
-describe the financial planning process;
-understand the importance of tax planning;
-identify the important risks that clients face and techniques to manage the risks;
-recommend and apply retirement planning and estate planning concepts; and
-appreciate the ethical and regulatory issues that apply to the financial planning profession.