Introduction to Financial Planning Products
Price: $ 159.00 (USD)
Add to Cart
Have a question about this course? .
Course Description
Introduction to Financial Planning Products is designed to teach students about financial planning products and how they can fit into a specific client's financial planning strategy. After a thorough overview of planning products, students will learn three key elements in assessing their advantages and disadvantages: liquidity, risk, and return. Students will also learn to identify licensing requirements relevant to selling certain financial planning products."
Back to Top
Course Outline
Financial Planning Overview , Traditional Savings Products, Mortgages, Fixed-rate Investments � Bonds, Growth Investments � Stocks , Mutual Funds, Insurance, Retirement Planning Products, and Estate Planning Products , Course Conclusion"
Back to Top
More Information
| Language | English |
| Course Length | 7.80 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | Before beginning this course, you should be familiar with:, An understanding of basic finance or banking principles may be helpful before starting this course., however basic familiarity with financial planning and its benefits are helpful." |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
Add to Cart