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Course Level :Basic
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Credits :6
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Instructional Method :QAS Self Study
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Pre-requisites :None
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Advance Preparation :None
This basic course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individual's implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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HG
Aug 11th, 2020
It was very informative and written clearly.
DP
Jun 10th, 2020
Great topic and fomat
TT
Nov 11th, 2021
You are the best!
SP
Jun 22nd, 2020
Very good content
DC
May 5th, 2021
Great self study