Training Course:Financial Planning Process & Insurance (Certificate)School/Trainer:College for Financial Planning
Greenwood Village, Colorado, United States
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' The program’s first course begins with a presentation of the basics that form the foundation of knowledge you need as a working financial services professional. The financial planning process and time value of money concepts are covered, as are the legal, ethical, and regulatory issues affecting financial planners. The course continues with a discussion of the principles of risk management and insurance, allowing you to identify a client’s risk exposure and select appropriate risk management techniques. Study topics include:
Introduction to the Financial Planning Process
Regulatory & Ethical Considerations for Financial Planners
Introduction to the Time Value of Money
Introduction to the Insurance Industry
Introduction to Risk Management & Related Legal Issues
Introduction to Life Insurance & Annuities
The Life Insurance Selection Process
Health Care Plans
Disability Income & Long-Term Care Insurance
Property & Liability Insurance
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.cffp.edu/
Phone:800-237-9990
School Address/Venue(s):
Administrative Offices
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111
Jobs & Resumes: Greenwood Village
Houses & Roommates: Greenwood Village
Search other schools for Financial Planning Process & Insurance training resources.
Other training courses offered by College for Financial Planning:
CFP
Investment Planning
Income Tax Planning
Retirement Planning & Employee Benefits
Estate Planning
CFP Certification Examination Review
Foundations in Financial Planning
Accredited Wealth Management Advisor
Accredited Asset Management Specialist
Chartered Mutual Fund Counselor
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
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