Course Details

Description

Financial Planning

Financial Planning: This course prepares you to become specialized in one of the fastest growing sectors in financial services. The curriculum will equip you with a skillset for working in client-facing and behind-the-scenes roles with banks; trust companies; insurance companies; and investment, wealth management and financial planning firms.

You will also learn to manage your personal finances, provide financial advice to the
public.

This course will assist you with skills such as:

•  communication
•  critical thinking
•  financial planning
•  interpersonal and relationship skills
•  teamwork and collaboration

This course consists of summary theory notes that will go through step- by- step in depth chapters that is needed to assist you with your studies. The course will give you an in depth understanding of the Financial Planning.

After completion of the summary theory notes, there is a Q and A Test Prep that will assist you with completing a practice test to help prepare you for your studies.

Please Note: The summary notes and Q and A Test Prep is only to assist you in your studies. All information provided does not give you a license and is not the actual exam.

Course Curriculum

Course FAQ

Financial Planning

▪ English ▪ Intermediate