Chartered Financial Consultant

Linda
Linda
Financial
€850 €799
  • 9 students
  • 8 lessons
  • 1 quizzes
  • 1 week duration
9 students

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

 

Detailed_course_description_CFC

Linda
Linda
Linda has worked in the financial services industry for 15 years and has held the FINRA Series 7, 24, and 12 licenses as well as an insurance license. She has been a CERTIFIED FINANCIAL PLANNER™ since 2002. Linda currently teaches all of the CFP certification education courses and the CFC course.

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€850 €799