Curriculum
- 6 Sections
- 26 Lessons
- 39 Weeks
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- Module I- Financial Situation Analysis4
- Module II- Client Relationship Skills5
- Module III- Risk Management & Insurance Needs4
- Module IV- Investment Products and Markets4
- Module V- Legal Issues In Financial Planning5
- Module VI- Asset Values & Estate Planning4
Planning for Value- Review of Valuation Concepts & Techniques
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