To sharpen your ability to spot and evaluate financial planning issues in a client’s circumstances,.To acquire the knowledge, empathy and understanding of a financial planning client,.The emphasis in this program is on applying and synthesizing financial planning concepts and techniques to a client’s circumstances and developing a course of action based on accepted financial planning methods: An emphasis is placed on analysis of data and critical thinking with regard to the client’s circumstances. The program examines professional issues in financial planning, including ethical considerations regulation and certification requirements written and oral communication skills and professional responsibility. in Personal Finance offers a curriculum that concentrates on the analysis of personal financial data and the economic climate to prepare recommendations in the client’s best interest.
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