About the Course
An introduction to the most important fundamentals of financial planning. While more advanced techniques and strategies are reserved for certified financial planners, private fiduciaries are expected to perform basic financial services for their clients. Learn how to forecast and safeguard your clients' financial futures, hold higher-level and more efficient discussions with other financial professionals, and develop a competitive edge in today's private fiduciary marketplace. Discuss budgeting, taxation, estates, investments, risk management, retirement, and ethical issues.