Are you new to the financial services industry and will be working with the needs of clients to help them better manage their portfolio? Are you looking to personally understand your own financial portfolio so you can build a stronger personal financial future? These courses are designed as primers to enhance your knowledge in financial planning and could be the key to future decision and overall financial success.
Courses included in certificate
- Financial Products for Investors
- Goals and Investment Objectives
- Introduction to Financial Planning
- Model Portfolio
- Tax Planning
- The Psychographics and Life Cycle of the Investor