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.
Note: This class is not designed to prepare students for the Certified Financial Planner Certification exam.
You will complete the following eight courses included in the program:
- Financial Planning Fundamentals
- Financial Planning Skills
- Retirement Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Money Markets
- Mutual Funds
View the course syllabus
For our online course refund policy, click here.
Requirements: Internet access, e-mail, Firefox or Internet Explorer web browser, and a computer equipped with working speakers or headphones.
You will receive a password and log-in information via email within 3-5 business days of registering for this course. Course materials are included and will be mailed to you within 10 business days. You have 12 months to complete this course. You must make an 70 or higher as your final grade to successfully complete the course and receive a certificate of completion.
There are no refunds for this course.
If you have questions about this course, please contact the online coordinator at 770-499-3355 or firstname.lastname@example.org.