0+
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
May 15, 01:00 PM EDT
1 Credit
May 15, 02:30 PM EDT
1 Credit
May 20, 11:00 AM EDT
.webp-1778520067 "Risk Manangement In Financial Planning- 2026 Update, Including Updates For Obbba And Other Regulatory Rules")
2 Credits
May 25, 10:00 AM EDT
1 Credit
May 27, 02:30 PM EDT
1 Credit
May 28, 01:00 PM EDT
Discover ratings and feedback from learners who have gained valuable insights.
MH
perfect
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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