Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.
Upon completing this course, you will be able to:
This Financial Planning Principles course is for anyone – from those interested in pursuing a career in Financial Planning and Wealth Management, to those who do not, but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.
Level 2
1h 49min
100% online and self-paced
Field of Study: Finance
Start LearningWhy stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.