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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
course materials
available
12 Months