Financial Planning & Wealth Management
$799.00
Become a trusted financial advisor with our comprehensive Financial Planning & Wealth Management course. This 10-week program covers everything from foundational financial planning principles to advanced wealth management strategies, preparing you to help clients achieve their financial goals and secure their financial future.
What You'll Learn:
- Comprehensive financial planning process and methodology
- Retirement planning strategies and pension optimization
- Tax-efficient investment and estate planning
- Insurance and risk management for individuals
- Wealth preservation and intergenerational transfer
- Client relationship management and communication
Course Includes:
- 50+ hours of expert instruction
- Financial planning templates and calculators
- Lifetime access to all materials
- CFP-aligned certification
- One-on-one mentoring sessions