Financial Planning I

Course Writer
Oliver Publishing

Course Description
 This course provides an overview of the financial planning process and shows the financial advisor the necessity of “the financial snapshot”. Specifics of net worth, cash management planning, mortgages, the basics of investing, and family law and financial planning are all covered.

This course is vital to those who wish to establish themselves with their clients as a source of general financial planning advice.

Find this course for your license:

License or Certification