Financial Planning Fundamentals
$399
Build a solid foundation in financial planning with our comprehensive fundamentals course. This program covers all essential aspects of creating effective financial plans for individuals and families, making it the perfect starting point for aspiring financial planners or professionals looking to expand their skill set.
What You'll Learn:
- Core principles of personal financial planning
- Cash flow management and budgeting strategies
- Insurance planning and risk management
- Retirement planning fundamentals
- Education funding strategies
- Basic estate planning concepts
- Tax planning basics
- Investment planning introduction
- Client communication and relationship building
Course Features:
- 35+ hours of foundational training
- Step-by-step financial planning process
- Practical worksheets and templates
- Sample financial plans
- Quiz assessments to track progress
- Certificate of completion
- Access to student community forum
Who Should Enroll:
This course is ideal for individuals starting their career in financial services, career changers interested in financial planning, bank employees looking to expand their knowledge, or anyone who wants to develop a comprehensive understanding of financial planning principles. No prior financial planning experience required.