Description
Summary
This course delivers a foundational guide to financial planning, helping professionals navigate budgeting, investing, tax planning, retirement preparation, and risk management. Participants will develop the skills to assess client needs, build personalized financial strategies, and implement ethical and effective financial plans that align with long-term goals.
📌 Who Should Take This Course?
This course is accredited for Life Insurance Agents, Accident & Sickness (A&S) Agents, General Insurance Agents, and Adjusters seeking 5 CE credits while enhancing their ability to offer comprehensive financial advice.
- CE Credits: 5
- Applicable Licenses: Life, A&S, General, Adjuster
- Enrollment Period: 1 year
- Study Time: Approximately 10 hours
- Practice Quizzes: Unlimited attempts
- Final Quiz: Multiple Choice (80% passing grade)
- Delivery: 100% online
- Language: English
Course Features
This course is built for practical application, offering:
✅ A comprehensive digital manual covering budgeting, investment strategies, tax planning, retirement, and risk management
✅ An interactive quiz to solidify understanding of financial planning principles
✅ An official certificate of completion, instantly available upon passing the quiz
Assessment & Completion
- Quiz Format: Online multiple-choice quiz
- Passing Grade: 80%
- Certificate of Completion: Instantly issued upon successful quiz completion
