- NY Credits : 7.0
- TX Credits : 7.0
Personal Financial Planning
Whether you are a practitioner, a professional in industry, or an interested individual, this course, which has been updated for the latest tax law changes, will help you learn to more effectively handle financial planning matters.
Upon successful completion of Personal Financial Planning, the user should be able to:
determine the steps in the financial planning process,
recognize taxation concepts relevant to financial planning,
identify investment planning,
identify insurance planning,
recognize planning for retirement, and
determine estate planning.