Financial Planning for Bankers
Please order your course material and register online through the course provider.
Financial Planning for Bankers is based on financial planning designation and certification programs specific to the banking industry.
This course starts with the basics of personal finance, and from there, moves into more advanced instruction of:
- Investment Planning
- Risk Management
- Tax Planning
- Estate Planning
Those working outside the banking environment should consider the Certified Financial Plannertm designation.
All registrations are final. Registrations are non-refundable, non-transferable.
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