Components of Financial Planning


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.

Learning Objectives

Students who successfully complete this course will be able to:

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

Designed For

Retail, Investment Advisory

Find this course for your license:

License or Certification