Benefit to participants
This program will help IFAs offer a holistic financial planning practice to their clients.
Serious, committed IFAs/RIAs/Wealth Managers
Financial institution employees
Anyone wanting to make a career in personal finance
All Saturdays or Sundays over 6 months
Introduction to Financial PlanningRisk Analysis & Insurance PlanningRetirement Planning & Employee BenefitsInvestment PlanningTax & Estate PlanningAdvanced Finance Planning
Templates of financial plans