Financial Planning Tutorials
Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
4.06 (78 reviews)

632
students
53 hours
content
Mar 2025
last update
$59.99
regular price
What you will learn
In this course we would be covering topics like
Advising in the Financial Services Industry
The Financial Planning Process
Budgeting and Borrowing
Taxes, Investments, Retirement and Wills
Risk Management and Life Insurance
Financial Planning in Canada /The Six Steps of the Financial Planning Process
Financial Planning and Mortgages
Investment and Tax Planning /Retirement Planning and Insurance
Estate Planning & Family Law / Financial Planning for Small Business
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2305966
udemy ID
4/3/2019
course created date
11/21/2019
course indexed date
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course submited by