Overview
Financial planning reduces clients’ stress about money, supports their current needs, and helps build long-term financial goals, including retirement. 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.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- 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:
Course Information
Adding additional credit may change exam requirements.
| Prerequisites: | A general understanding of financial products and services, wealth management and insurance. |
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