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Financial Planning & Wealth Management Certificate

Course Code: PRO1036
School: ProTrain Online

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Course Materials Available: 12 Months Estimated Hours to Complete Course: 100

Description

These courses are designed to prepare students to do paraprofessional work in investment companies, banks, insurance companies, or corporations, or to be an assistant to financial planners. It does not train students for the Certified Financial Planner certification. However, comprehensive distance learning courses cover the key details of the financial planning process.

Courses Topics:

  • Financial Planning Fundamentals
  • Financial and Investment Products
  • Financial Planning Skills
  • Tax Planning
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Money Markets
  • Mutual Funds

Outcomes

It does not train students for the Certified Financial Planner certification; however, comprehensive distance learning courses cover the key details of the financial planning process.

Assessment

I'd Like To Enroll In This Course   $575.00

Course Cost: $575.00

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What You Need To Know To Enroll

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