Financial Planning Course

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A woman working on a laptop computer.

Financial planning isn’t just budgeting and tracking your expenses. It’s about ways to protect your assets and increase your wealth. This module covers the basic elements to help you get started on financial plans that work for you.

  • Examining your current financial situation and setting goals
  • Investing
  • Tax planning
  • Insurance and estate planning
  • Choosing a financial adviser
Begin the Course
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