CFP® Certification CE

Seniors: Ethics and Needs Planning

Overview

This course will discuss the knowledge and skills required to serve senior clients ethically and effectively. It will cover critical aspects of ethics, retirement income planning, the use of annuities, and estate planning.

Summary Details

Hours

3.0

Price

$15.95





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Learning Objectives

  • Understand and apply ethical principles in the senior market.
  • Develop tailored retirement income plans.
  • Utilize annuities effectively in retirement planning. 
  • Implement estate planning strategies to ensure clients' wishes are honored and taxes are minimized.


Designed For:

Investment Adviser Representatives



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 2257
Last Reviewed: November 2024
Study Level: Intermediate
Approved For: General

Exam

Proctor: No
Passing Grade: 70
Questions: 15



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