40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesKnowledge You Need, From Experts You Trust
Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
1 Credit
Jul 13, 04:00 PM EDT
1.5 Credits
Jul 14, 11:00 AM EDT
1 Credit
Jul 15, 01:00 PM EDT
1 Credit
Jul 21, 11:00 AM EDT
1 Credit
Jul 21, 02:30 PM EDT
1 Credit
Jul 22, 04:00 PM EDT
Discover ratings and feedback from learners who have gained valuable insights.
JA
I like it because of how the examples used real world situations.
JP
Thanks for this wonderful course.
JC
Great lesson on risk and the steps taking to handle it on minimizing losses. This can help in making financial decisions.
JC
Good explanation of financial planning service and tipsregarding struxture, presentation and purpose.
ER
good course
JD
Great
JC
Great lesson on how to put together a financial plan. This a very important foundation to have.
KR
It was very informative.
EP
Great webinar!
ZV
I enjoyed taking the financial planning course it was very informative and will help me in my area of work.
SH
Enjoyable
TP
Good
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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