Text includes IRS rulings and forms, financial planning tools, and a library of additional resources. Course includes text, test booklet and grading service. Also describes surefire methods for understanding, interpreting, and using financial information. The text supplies dozens of worksheets, forms, and checklists to further simplify the process of financial planning. None Course includes text, test booklet and grading service.
Course includes text, test booklet and grading service.
This practical, hands-on course helps you understand the principles of financial planning and apply them to the unique needs of your clients. Covers all the basics, such as setting goals, understanding investments, building wealth, and managing finances. Course includes paperback text, test booklet and grading service. This course highlights the key financial and personal issues that need to be considered during the pre-retirement and retirement years. Course includes text, test booklet and grading service.