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This course is designed to provide an understanding of the process of
managing risk in a financial plan. In addition, it will provide general
insights to concepts in asset protection. Although every advisor does
not need to be an expert in these segments of planning, every advisor
should be able to identify issues and assist a client in getting proper
advice to address his or her needs in each of these important segments
of planning. It should be noted that this course is not designed to
address issues concerning diversification of assets investment in
financial planning.
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