WFG EI

Financial Planning 1


Course Title: Financial Planning 1
Details: This Course provides an overview of the financial planning process and shows the financial advisor the necessity of "creating and maintaining the financial snapshot." Specifics of net worth, cash management planning, mortgages, the basics of investing, family law, and financial planning are all covered.

This course is vital to those who wish to establish themselves with their clients as a source of overall financial planning advice.
Format: Downloadable PDF plus online exam
No. of Pages: 50
Cost (PDF option): Course and exam @ $47.96 add_to_cart.gif
Cost (Book option): Course and exam @ $47.96 + S/H add_to_cart.gif
BC CE Credits: 5.0 hours
Alberta CE Credits: 5.0 hours - Life
SK CE Credits: 5.0 hours
MB CE Credits: 5.0 hours
ON CE Credits: 5.0 hours
QC CE Credits: 0 hour
CFP™ 5.0 verifiable

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at www.cfp-ca.org


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