Fundamentals of Personal Financial Planning 12th Edition – Self Study
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Who Should Attend
This 10-module course is ideal for employees who want to increase their confidence when talking with members about any aspect of their financial life and who want to make solid referrals to their qualified financial planners. This survey course covers the basics of cash management and budgeting, debt management, insurance and risk management, educational planning, investment planning, retirement planning, tax planning, and estate planning.(See More)