Introduction to Financial Planning – CFP Certification

Introduction to Financial Planning – CFP Certification, available at $39.99, has an average rating of 4.41, with 35 lectures, based on 1679 reviews, and has 5487 subscribers.

You will learn about Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals Understand various regulations which need to be adhered to while making and implementing financial plans for the clients This course is ideal for individuals who are Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants It is particularly useful for Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants.

Enroll now: Introduction to Financial Planning – CFP Certification

Summary

Title: Introduction to Financial Planning – CFP Certification

Price: $39.99

Average Rating: 4.41

Number of Lectures: 35

Number of Published Lectures: 35

Number of Curriculum Items: 35

Number of Published Curriculum Objects: 35

Original Price: $39.99

Quality Status: approved

Status: Live

What You Will Learn

• Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
• Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
• Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
• Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
• Understand various regulations which need to be adhered to while making and implementing financial plans for the clients

Who Should Attend

• Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants

Target Audiences

• Working Professionals, Finance students, Financial Planners/Advisers, Mutual Fund Brokers, Financial Consultants