This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office.
Attendees will participate in a complete review of all topics that relate to personal financial planning, dispelling perceptions that it primarily deals with managing and selling investment and insurance products. This knowledge will help participants become more successful at assisting their clients to navigate personal financial decisions.
The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.