This course provides an introduction to goal-based wealth management. The course provides theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection. Students will learn the essentials of implementing a goal-based plan by evaluating a client’s financial information, developing communication skills, recognizing how behavioral finance impacts client decisions, understanding the economic environment and financial regulation, and recognizing and overcoming ethical challenges. 000403 WMCP^® FSCP^® Single Course 1 1.00 Wealth Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004031 AL AR AZ CO CT DE GA IA ID IN KS KY LA MA MO MS NC NE NH NM NV OK OR PA RI SC SD TN UT VA VT WY HI MD ME MI MN MT PR TX WV FL WA IL OH ND 20G