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Self-Study
Learn
to
navigate
the
regulatory
environment,
understand
personal
financial
planning
standards,
use
fundamental
concepts
in
a
systematic
planning
process,
and
use
your
technical
knowledge
for
the
benefit
of
your
clients.
...
Self-Study
Part
of
the
Personal
Financial
Planning
Certificate
Program,
this
certificate
program
includes
six
dynamic
courses:
The
retirement
planning
process
Governmental
and
employer
retirement
plans
Personal
retirement
investments,
income,
and
expenses
...
April 19 | Webinar
Identify
the
five
Cs
of
credit
(capital,
capacity,
conditions,
collateral,
character).Determine
the
five-step
financial
statement
analysis
model
(liquidity,
activity,
leverage,
operating
performance,
and
cash
flow).Recall
basic
and
advanced
cash
management
...