Insurance > Maine > Life / Health

Financial Planning for Today's Consumer

Overview

Financial planning reduces clients’ stress about money, supports their current needs, and helps build long-term financial goals, including retirement. This course focuses on financial planning in detail and what insurance 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.

Summary Details

Hours

12.0





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Learning Objectives

  • cite the most important components of financial planning
  • identify the pertinent data to collect from clients to develop a personalized financial plan
  • understand how to analyze the data to create a financial plan that best suits the client's needs
  • explain the uses of life insurance in managing personal risk list important steps and tools for funding a college education
  • understand issues surrounding the transfer of property at death


Designed For:

Life and health insurance producers and finance professionals



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: A general understanding of financial products and services, wealth management and insurance.
Delivery Method: Self-Study
PDF Download: Not Available
Provider of Record: WebCE
Provider Number: 805
Last Reviewed: February 2025
Study Level: Intermediate
Approved For: Life / Health

Exam

Proctor: No
Passing Grade: 70
Questions: 25



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