Program Description:
This course introduces participants to the importance of financial planning. Participants will gain general knowledge of various financial products, and learn to assess a client's financial needs by evaluating their current financial situation using net worth, rate of savings, and cash flow. Participants will also examine how personal factors, such as risk tolerance, goals, and time frame, affect a client's investment decision.
Who Should Attend:
Any employee who wants to understand the basics of financial planning and what finacial planners do.
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