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Financial Planning Principles Course OverviewAchieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.Financial Planning Principles Learning ObjectivesUpon completing this course, you will be able to:
- Describe the purpose of a financial plan and why it is important
- List the 7-steps of financial planning and describe what interactions take place between a financial advisor and prospective client at each step
