This course was developed for new entrants to the financial industry as well as experienced professionals who are looking to expand their practice and be more holistic in their approach.
- Covers the five commonly recognized segments in a typical family’s financial plan (Estate Planning, Tax Planning, Risk Management/ Insurance, Retirement Planning and Investment Planning) along with the additional topics of Employee Benefits, Social Security, Medicare and College Planning.
- Provides over 24 contact-hours of on-demand education in financial planning.
Includes client-friendly discussion points that give participants communication techniques to immediately assist them in their practice.
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