Credits
1.5
Content Area
Products and Practice
Description
The planning and saving needs of all generations differ in many ways. This course will explore serving clients of different generations through a discussion of financial planning and planning for retirement.
Topic(s)
Client Relationships
General advisory
Generational Planning
Credits
1.5
Format
eLearning module
Other Professional Designations
CFP
CIMA
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand