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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Understanding the Basic Techniques of Financial PlanningCOURSE ID: BTFP
DESCRIPTION

This course will provide the particpant with a comprehensive overview of the financial planning process. The participant will gain an in-depth understanding of the essential elements of a comprehensive financial plan, from the first step of developing a budget to an understanding of the planning techniques and strategies in managing risk, college financing and retirement planning, among others.

DESIGNED FOR: CPAs, financial planners, bankers, insurance agentsFIELD OF STUDY: TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide practitioners with an in-depth understanding of the essential elements of a federal financial plan.
HIGHLIGHTS:

* An overview to set the stage for the participant to become an effective financial services professional * The co-op approach to financial planning * A review of the financial planning process * Essential data gathering * How to help a client develop a working budget * How to evaluate risk and undertake an appropriate strategy for managing such risk * Determinig the need for life insurance * Issues and techniques in colloege financial planning * Issues and techniques in retirement planning * Issues and techniques in estate planning * Regulation and registration issues for investment advisors

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