Prix Fixe: Basic Concepts of Personal Financial Planning WEBINAR

Overview

This course will cover financial planning and essential topics such as budgeting, saving strategies, investment fundamentals, and retirement planning. Whether you’re enhancing your expertise or seeking to better serve your clients, this course is your gateway to optimizing financial outcomes.

Highlights

Financial planning. Budgeting. Saving strategies. Investment fundamentals. Retirement planning.

Prerequisites

None.

Designed For

CPAs and financial planning professionals.

Objectives

This course will cover financial planning and essential topics such as budgeting, saving strategies, investment fundamentals, and retirement planning.

Preparation

None.

Notice

None.