Understanding Financial Planning
Price: $ 159.00 (USD)
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Course Description
Understanding Financial Planning introduces students to the importance of financial planning. Students will gain general knowledge of various financial products, and learn to assess a client's financial needs by evaluating their current financial situation using net worth, rate of savings, and cash flow. Students will also examine how personal factors such as risk tolerance, goals, and time frame, affect a client's investment decisions."
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Course Outline
The Importance of Financial Planning , A Look at Financial Products , Determining the Client's Current Financial Situation , Determining the Client's Financial Goals, Time Frames, and Risk Tolerance , Case Study"
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More Information
| Language | English |
| Course Length | 3.50 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | Before beginning this course, you should be familiar with:, An understanding of basic finance or banking principles may be helpful before starting this course., although familiarity with general banking practices, either in lending functions or deposit/operations, is recommended" |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
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