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Components of Financial Planning

Overview

This course takes a broad look at the concept of financial planning, reviews the process of developing a financial plan, and explains how the individual parts of a comprehensive plan relate to the process as a whole.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • understand the concepts of risk management and asset management
  • identify the key components of a financial plan


Designed For:

Retail registered representatives, Investment Advisory representatives 




Course Information

Adding additional credit may change exam requirements.

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