Fundamentals of Financial Planning

Fundamentals

Start your career as a financial planner with a comprehensive overview of the financial planning process. You will gain an understanding of the role and responsibilities of a financial planner, along with analytical skills used with making financial decisions.

Topics include communication, ethics, risk tolerance, time-value of money concepts, financial planning applications, regulatory issues, as well as the legal and economic environment of financial planning. CFE 8001

 

Course schedule

Call 704.330.4223 or visit our online registration to enroll in this course.

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