Financial Planning with Insurance - 12 hours Continuing Education approved online.
Course Description:
Financial Planning with Insurance is designed to provide an overview of the financial planning process and to identify items that you should consider when helping clients develop a sound financial plan. The course is structured to reflect in each chapter the major phases of the financial planning process.
The specific learning objectives for this course are the following:
to understand the primary components of a financial plan;
to know the specific information you must gather on a client to develop a
comprehensive and useful financial plan;
to learn the process of successfully analyzing the financial and non-financial needs of a client by matching current assets, income, expenses, liabilities, and contingencies to the stated goals of the client;
to recognize the importance of creating impact scenarios for your client; these scenarios are unexpected situations that arise that can significantly impact a financial plan;
to understand how to project the values of a client's assets at certain target dates for specific objectives;
to identify how to manage risk with certain insurance products;
to understand how to help clients successfully achieve the goals of college, retirement, and estate planning with a thorough and detailed financial plan.
Life and Health CE Courses
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4 comments:
Financial Planning process is so simple to adopt.
Insurance Education Requirements
This is great! I thought there are no available packages with financial planning exam along with insurance licensing classes online.
During my today’s work on the research on insurance, found the insurance is very important part of Financial Planning process, because it is not only the investment it even the security of your invested money as well. And for a long term really fruitful for us. And when we talk about the life insurance it is security of the whole family. So the beast option which I found for my family is a short term policy life insurance in California . And hopefully it will really fruitful for every one in my family.
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