Recognizing the Value of a Personal Financial Plan  

Welcome to the comprehensive course on financial planning and advisory services, designed to equip you with the essential knowledge and skills required for a successful career in the financial services industry. This course begins with an introduction to the profession, covering key roles such as Financial Planner, Advisor, and Coach, and delving into the specific responsibilities of a Financial Advisor and Planner. You'll explore the critical licenses, certifications, and registrations needed to excel in this field, with a focus on becoming a Certified Financial Planner (CFP). The curriculum emphasizes the ethical responsibilities and standards of conduct required in the profession, including duties owed to clients, firms, subordinates, and the CFP Board. Additionally, the course will guide you through the practical application of the Financial Planning Process, with a focus on personal financial planning topics such as retirement, savings, debt reduction, budgeting, life insurance, and decision-making in complex financial situations. By the end of this course, you will be well-prepared to provide sound financial advice and planning services, and to uphold the highest standards of professional conduct in the industry.