Financial Planning & Wealth Management

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Course Information
Course Type
Professional Development
Location Online
Instructor ProTrain Term
Open entry
Day & Time Online 24/7

Course Description

Financial Planning and Wealth Management is a course designed to prepare students for a career in paraprofessional work for investment companies, banks, insurance companies, or corporations. This comprehensive distance learning course covers the key details of the financial planning process for individuals who would like to assist financial planners. This class is not designed to prepare students for the Certified Financial Planner Certification exam.