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Learning.net account registration is free & easy. User Name: Password: Forgot Your Username or Password? CCH Tax & Accounting Real Estate HIPAA Learning Center Support Index Contact Us About Learning.net Success Stories Policies and Guidelines The Financial Planning Process: You Can Get There From Here CAR This course will not qualify you to practice as a certified financial planner; as additional training, examination and certification are needed to do that. But armed with the basics of financial planning, you can protect your client and yourself from making decisions that would sabotage the clients short or long-term goals or encumber him with unknown liabilities. These fundamentals offer leverage in assessing clients needs and helping them reach their goals. Topics covered include: Steps of the Financial Planning Process Financial Basics Difficulties of the Financial Planning Process and How to Handle Them The course will also cover ways to determine when real estate investment will meet the goals desired and includes forms to aid in these assessments. $19.95 To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer. Credit Available For: Units Real Estate (Accepted by the California Department of Real Estate) 3 CE Currently no user reviews. Back to Top

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