Blueprint for Financial Success
Get the tools and knowledge to empower your financial plans
Successful financial planning and investing is critical to reaching your financial goals. This course reviews the process of financial planning and gives you the tools to refine and upgrade your existing financial plan. We'll discuss wealth management and investments, retirement strategies, asset allocation models, estate planning, and risk management.
You'll receive a checklist of financial documents that you should have available and organized as well as a comprehensive financial planning list of follow-up action steps to implement your financial plan. This course is ideal if you want to elaborate on the financial groundwork you have already laid as well as organize the array of strategies and products you have accumulated.
Course Sections
SECTION SCHEDULE
Type | Date | Time | Location |
---|---|---|---|
Classroom | TBA | 6:30PM - 8:30PM | Century Center |
Blueprint for Financial Success Course Information
Contact Hours
10 hours
Course Fee(s)
Tuition non-credit - $195.00