Introduction to Financial Planning - CFP Certification - Udemy
Doelgroep:
Alle niveaus
Duur: 5,5 uur in totaal
Opleidingsvorm: online/e-learning
Taal: Engels
Locatie:
Aanbieder: Udemy
Duur: 5,5 uur in totaal
Opleidingsvorm: online/e-learning
Taal: Engels
Locatie:
Aanbieder: Udemy
CFP - Module 1.
Wat je leert: Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct , Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments , Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
Trainer/docent/instructeur
