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Course Description

This course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning and estate planning. The course introduces methods of gathering client data and teaches students how to work with clients to set goals. Students learn how to process and analyze information, construct personal financial statements, and understand the elements of a written financial plan, including implementing, monitoring and reviewing the plan. The course also covers communication skills, the regulatory environment, time value of money tools, and other financial planning economic concepts.

Applies Towards the Following Certificates

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Thank you for your interest in this course. To learn about the next course offerings available, please call:

  • All Classroom courses and Real Estate Online courses: 617-353-4497
  • Online Financial Planning, Genealogy, and Fundraising courses: 617-502-8822
  • Online Paralegal courses: 857-366-9338
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