Serving Clients at Various Life Stages
Overview
The planning and saving needs of all generations differ in many ways. This course will explore serving clients of different generations through a discussion of financial planning and planning for retirement.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- The needs of investors at different stages of life
- The components of planning
- Data gathering
- The basics of retirement planning
Designed For:
Investment Adviser Representatives
Course Information
Adding additional credit may change exam requirements.
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S1-31 - Framework