FP 99 Foundations of Financial Planning
$660.00
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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 clientsÂ’ overall financial situation and needs.
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$90
$625
(+$535)
$625
$660
(+$35)