Financial Planning
Course Overview
Whether wealthy or not, financial planning is key to experiencing financial success and the achievement of one’s life goals. You will learn valuable skills and knowledge needed to assess and manage your own financial situation, needs and goals or to assist clients in doing so by pursuing a career as a financial planner.
Awarding Body
On completion of this course participants will be awarded a Diploma in Leadership and Management conferred by Austin Peay State University, USA and CPD UK in collaboration with Upskillist.
Accreditation
This course is accredited by Austin Peay State University and participants will receive an accredited certificate assessed by global academic partners, Austin Peay State University and the CPD Certification Service.
Learning Objectives
On completion of this 2-month intensive training, participants will be able to: -
- Identify and understand financial needs and risk
- Understand the role and benefit of the financial planner
- Master the various areas of financial planning
- Develop strategies and habits for financial success
- Create strategies for coping and dealing with events that can disrupt a carefully crafted financial plan
