Financial Planning for Today's Consumer


Financial planning is an ongoing process that will reduce your clients' stress about money, support their current needs and help them build financial support for their long-term goals, including retirement. Good financial planning should consider a variety of details including the client's cash flow, savings, debt, investments, insurance and any other elements of your clients' financial life.

This course focuses on financial planning in detail and what insurance producers and advisors need to know when helping clients develop a sound financial plan. The course identifies what financial professionals need to consider when developing a customized plan that addresses their client's unique needs.

Learning Objectives

Upon completion of this course, students will be able to:

  • cite the most important components of financial planning
  • identify the pertinent data to collect from clients to develop a personalized financial plan
  • understand how to analyze the data to create a financial plan that best suits the client's needs
  • explain the uses of life insurance in managing personal risk list important steps and tools for funding a college education
  • understand issues surrounding the transfer of property at death

Designed For

Life insurance producers, financial advisors and planners


A general understanding of financial products and services, wealth management and insurance.

Find this course for your license:

License or Certification