Tuesday, August 4, 2009

Six Core Courses

The six core areas of financial planning are:

Financial planning overview - This course goes over financial planning as a whole and focuses on things such as the time value of money.

Insurance - The fundamentals of insurance are covered in the second course, to include risk and risk management, life insurance, health insurance, and property/liability insurance

Income Tax - The third course covers income tax and its applications to business and the individual.

Retirement Planning and Employee Benefits - Retirement planning and employee benefits are covered in the fourth course. This goes over things such as 401ks, IRAs, etc.

Investments - The fifth course is about the various kinds of financial assets.

Estate Planning - The last course covers estate planning and its applications for businesses and individuals.

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