5 350,00 $ Risk Management, Insurance, and Employee Benefits Planning; Investment Planning; Income Tax Planning; Retirement Savings and Income Planning; Estate Planning.

The CFP® exam tests your knowledge of a broad base of financial planning topics. Exam questions are linked to the Principal Knowledge Topics.

HS 300 Fundamentals of Financial Planning · HS 311 Fundamentals of Insurance Planning · HS 321 Fundamentals of Income Taxation · HS 326 Planning for Retirement ...

At the end of our 7-course curriculum you'll earn a Certificate in Personal Financial Planning. Most coursework you complete as part of the CFP® certification ...

1 - Financial Management Course · 2 - Insurance and Risk Management Course · 3 - Estate Planning and Law for Financial Planning Course · 4 - Tax Planning Course · 5 ...

Level 7 Diploma in Advanced Financial Planning. Why become a Certified Financial Planner. The CFP certification is recognised globally as the gold standard ...

General Financial Planning Principles, Professional Conduct and Regulation (FP511) · Risk Management, Insurance, and Employee Benefits Planning (FP512) ...

taxation. 2. insurance. 3. investment. 4. retirement, savings and income programs. 5. law. 6. financial analysis. 7 ...

От 795,00 $ до 835,00 $ Analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within the financial plan.