Global Certificate in Financial Planning for Families: Wealth Legacy
-- ViewingNowThe Global Certificate in Financial Planning for Families: Wealth Legacy certificate course is a comprehensive program designed to equip learners with the essential skills needed to excel in family financial planning. This course is of utmost importance in today's world, where families require expert guidance to manage their wealth and plan for their financial future.
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GBP £ 149
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โข Financial Planning Basics
โข Understanding Client Goals and Objectives
โข Wealth Accumulation Strategies
โข Investment Management for Wealth Legacy
โข Tax Planning for Intergenerational Wealth
โข Estate Planning and Wealth Transfer
โข Risk Management and Insurance Planning
โข Retirement Planning for Multigenerational Families
โข Social Security and Medicare Planning
โข Ethics and Professional Responsibility in Financial Planning
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