Financial Planning for Today's Consumer


Financial planning is an ongoing process that will reduce your clients' stress about money, support their current needs and help them build financial support for their long-term goals, like retirement. Good financial planning should include a variety of details like cash flow, savings, debt, investments, insurance and any other elements of your clients' financial life.

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 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


A general understanding of financial products and services, wealth management and insurance.
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