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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
The Psychology of PlanningCOURSE ID: PSYC
DESCRIPTION

Most estate and financial planning programs tend to deal with tax techniques and number-crunching ideas. However, most of these programs neglected the human issues involved in the estate and financial planning process. This course provides the participant with a understanding of the psychological issues of planning.

DESIGNED FOR: CPAs, financial planners, attorneys, insurance agents and bankers.FIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide participants with an understanding of the "human" issues of estate and financial planning to supplement the participants technical advice.
HIGHLIGHTS:

* Why clients fail to initiate or complete an estate plan * Why clients fail to comprehend financial planning techniques * Issues involving minor children * Single parent issues * Issues of the non-traditional client * Issues involved in choosing the proper fiduciary

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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