Financial Planning for Today's Consumer


This course focuses on financial planning in detail and what producers and advisors need to know when helping clients develop a sound financial plan. The course identifies what financial professionals need to consider when developing a customized plan that addresses their client's unique needs.

Learning Objectives

Upon completion of this course, students will be able to: 

  • cite the most important components of financial planning
  • gather pertinent data from clients to develop a personalized financial plan
  • analyze the data to create a financial plan that best suits the clients needs by reconciling the data collected with the their goals and objectives
  • explore developing an estate plan to transfer wealth to the family after death

Designed For

Life insurance producers, financial advisors and planners


There is no formal prerequisite for this course; however an understanding of financial products and services, wealth management and insurance would be beneficial.
WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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