Financial Planning & Wealth Management Certificate
ProTrain Online
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
course quick facts
course code
PRO1036
cost
$575.00
estimated time to
complete course 100 Hours
complete course 100 Hours
course materials
available 12 Months
available 12 Months
