Core Curriculum, CFP, and Finance & Insurance

Unit 6 - Construction (Behaviour, Practices & Regulation) (Self-Study)

Course by: Business Career College

SKU: CFP-4101-6

Description

Unit 6 brings all of the Building Blocks, Blueprints, and Tools together to start "Construction" with a dive into behaviour, practice, and regulation.

Course Outline

  • Decision-Making and Heuristics
  • Case Study: Cash Flow Management
  • Money Attitudes
  • Financial Planning Recommendations
  • The Brain
  • Client Communication
  • Licensing, Regulation, and Business Models
  • Consumer Protection and Securities Law
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes