Advanced Certificate in Financial Planning Agility
-- ViewingNowThe Advanced Certificate in Financial Planning Agility is a comprehensive course designed to provide learners with the latest skills and knowledge in financial planning. This certificate course emphasizes the importance of agility in the fast-paced financial industry, focusing on the ability to adapt to changing market conditions, regulatory requirements, and client needs.
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⢠Advanced Portfolio Management: This unit covers advanced strategies for managing investment portfolios, including asset allocation, risk management, and performance evaluation.
⢠Retirement Planning and Employee Benefits: This unit explores various retirement plans, including defined benefit and defined contribution plans, as well as employee benefits such as stock options and deferred compensation.
⢠Tax Planning for Wealth Management: This unit covers advanced tax strategies for high-net-worth individuals, including estate planning, charitable giving, and business succession planning.
⢠Advanced Risk Management: This unit covers advanced strategies for managing risk, including insurance planning, hedging, and alternative risk transfer techniques.
⢠Estate Planning and Wealth Transfer: This unit covers advanced strategies for transferring wealth to future generations, including wills, trusts, and gift planning.
⢠Ethics and Professional Responsibility: This unit covers ethical and professional standards in financial planning, including the CFP Board's Code of Ethics and Professional Responsibility.
⢠Advanced Financial Planning: This unit covers advanced financial planning concepts and techniques, including cash flow analysis, debt management, and education funding.
⢠Behavioral Finance: This unit covers the role of psychology in financial decision-making and how financial advisors can help clients overcome biases and make better financial decisions.
⢠Practice Management: This unit covers best practices for managing a financial planning practice, including marketing, client acquisition, and technology utilization.
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