CPFP, Professional of Financial Planner, Financial Planning, Financial Management, Tax Planning, Accounting, CFP
What you'll learn
- Gain insights into the core duties of financial planners and how they impact clients' financial goals.
- Develop skills to prepare and interpret personal balance sheets and income statements for financial analysis.
- Identify and assess different types of insurance and their role in managing financial risk.
- Acquire knowledge about various investment options and their associated risks and returns.
- Estimate retirement expenses and income sources to plan effectively for retirement.
- Gain a thorough understanding of tax structures and how to optimize tax benefits.
- Learn techniques for transferring wealth and planning charitable donations to maximize benefits.
- Understand different options for saving for education and their advantages and disadvantages.
- Implement strategies to counteract biases and make more rational financial decisions.
- Develop comprehensive financial plans by coordinating various aspects of financial management.