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Course Description
Proven Personal Financial Planning Techniques
Consulting
(6
credits)
$89.95
| Other Designations | Credits |
| CFP | 3 hours |
| Licensed Tax Consultant | 6 hours |
This A to Z guide will help you develop a financial plan for your clients or you. Many professionals have benefited from the easy to use checklists and questions to successfully add PFP to their practice. This reference is a must for anyone providing PFP.
Major
Subjects:
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Goal Setting and the Importance of Financial Planning
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Methods for Gathering Client Data
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Structuring and Analyzing Investment Plans
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Evaluating Risk Management and Insurance Programs
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Pre and Post Retirement Planning
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Effective Estate Planning Strategies
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| Contributing
Author: |
Gary M. Sullivan
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| Course Level: |
Basic |
| Prerequisite: |
None |
| ProductCode: |
04PPFP |
| Format: |
NASBA QAS/Registry self-study |
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For licensing information, click on the Licensing Information
button. |
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