Showing posts with label insurance. Show all posts
Showing posts with label insurance. Show all posts

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.