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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S2-31 - Framework