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Elements of Financial Planning

C26433
Pohs Institute
Credits
6.0
Content Area
Products and Practice
Topic(s)
Financial Planning
Credits
6.0
Format
Text-Only
Other Professional Designations
Complexity
Intermediate
Content Area
Products and Practice
Course Date
On Demand

Ethics in Financial Planning

C26432
Pohs Institute
Credits
6.0
Content Area
Ethics & Professional Responsibility
Topic(s)
Ethics
Credits
6.0
Format
Text-Only
Other Professional Designations
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand

Financial Strategies & DOL Updates & Ethics

C27502
Pohs Institute
Credits
6.0
Content Area
Ethics & Professional Responsibility
Description

This course provides an in-depth exploration of comprehensive financial planning strategies, including investment management, asset allocation, retirement planning, and estate preservation. Participants will gain practical knowledge of the six-step financial planning process, client relationship management, and the ethical and regulatory frameworks shaping the financial industry, including the Department of Labor (DOL) Fiduciary Rule. Designed for professionals seeking to enhance their expertise, the course emphasizes compliance, transparency, and actionable solutions to meet diverse client needs in a dynamic economic landscape.

Topic(s)
Ethics
Credits
6.0
Format
Text-Only
Other Professional Designations
Complexity
Intermediate
Content Area
Ethics & Professional Responsibility
Course Date
On Demand