Financial Planning 2017School/Trainer:Appleton, Eau Claire, La Crosse, Madison, Wausau, Wisconsin, United States
Course format: Classroom
This course covers personal financial planning and
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This course covers personal financial planning and management. Topics include the financial planning process, household financial statements and budgets, tax planning, managing assets and credit, determining insurance needs, managing investments, retirement planning, and estate planning.
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Module 1 Introduction to Financial Planning (IFP) Module 2 Risk Analysis and Insurance Planning (RAIP) Module 3 Retirement Planning & Employee Benefits (RPEB) Module 4 Investment Planning (IP) Module 5 Tax Planning & Estate Planning (TPEP) Module 6 Advance Financial Planning (AFP)
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