This course discusses each of the key financial planning disciplines, including cash flow management, insurance, investments, retirement, estate, education, and more. Course presenter Jeff Rattiner will identify a simple approach for providing personal financial planning services, whether you're performing the tasks yourself or supervising others. Within each discipline, a technical review involving client exposures and recommendations will be discussed.
Upon successful completion of this course, you will be able to:
- Identify a comprehensive and dynamic financial planning process that can be implemented for clients in any financial situation.
- Understand personal financial planning and all its components.
- Describe how to incorporate tax planning strategies when addressing and evaluating financial planning issues.
- Analyze, evaluate, navigate, and recommend practical solutions to complex dilemmas.
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