Understanding the Basic Techniques of Financial Planning (110034-14)
Description
This course will provide the participant with a comprehensive overview
of the financial planning process. The participant will gain an in-depth
understanding of the essential elements of a comprehensive financial
plan, from the first step of developing a budget to an understanding of
the planning techniques and strategies in managing risk, college
financing and retirement planning, among others.
Learning Objectives
Gain in-depth understanding of the essential elements of a federal
financial plan.
Major Topics
An overview to set the stage for the participant to become an
effective financial services professional
The co-op approach to
financial planning
A review of the financial planning process
Essential data gathering
How to help a client develop a working budget
How to evaluate risk and undertake an appropriate strategy for
managing such risk
Determinig the need for life insurance
Issues and techniques in colloege financial planning
Issues and
techniques in retirement planning
Issues and techniques in estate
planning
Regulation and registration issues for investment advisors
Course Level
Basic
CPE Field of Study
Taxes
8
Location
Loyola Graduate Center
2034 Greenspring Dr Lutherville-Timonium, MD21093US
