Financial Planning for Today's Consumer _OH


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.
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