- NY Credits : 7.0
- TX Credits : 7.0
Whether you are a practitioner, a professional in industry, or an interested individual, this course will help you learn to more effectively handle financial planning matters from gathering information, planning the process, considering relevant taxation implications, as well as planning investments for the future. Other topics covered are managing risk through insurance, planning retirement, and legal considerations of estate planning. This intermediate level course is most appropriate for professionals with detailed knowledge in personal financial planning or the professional seeking to expand his or her knowledge base. This course has been updated for new developments in the tax area, to include changes impacting individual taxpayers as the result of the Tax Cuts and Jobs Act and the CARES Act.
Included with subscription(s):
Upon successful completion of this course, 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.