This course provides an overview of the major planning areas that financial professionals need to understand when serving clients. It summarizes the more common financial needs and the financial products used to address them. The course outlines the big picture needed to effectively offer financial products and services that are consistent with clients’ overall financial situation and needs.
000305
FSCP<sup>®</sup>
Single Course
3
1.00
Practice Management
Professional Designations & Certifications
Early Career Professional
Yes
Yes
0003051
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20G