€850
€799

- 9 students
- 8 lessons
- 1 quizzes
- 1 week duration
COURSE DESCRIPTION
Advanced planning for every person, every need. That’s the promise of a Chartered Financial Consultant. We’ve redefined financial planning for advisors with a comprehensive educational program. Comprised of eight college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. The goal of the ChFC curriculum is to help you gain a significant advantage and help your clients meet their goals.
LEARNING OUTCOMES
- Financial Planning: Process and Environment
- Fundamentals of Insurance Planning
- Income Taxation
- Planning for Retirement Needs
- Investments
- Fundamentals of Estate Planning
- Personal Financial Planning: Comp. Case Analysis
- Contemporary Applications in Financial Planning
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Financial Planning: Process and Environment
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Fundamentals of Insurance Planning
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Income Taxation
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Planning for Retirement Needs
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Investments
-
Fundamentals of Estate Planning
-
Personal Financial Planning: Comp. Case Analysis
-
Contemporary Applications in Financial Planning
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Quiz
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Quiz
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€850
€799