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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⢠Financial Planning Basics
⢠Understanding Client Goals and Objectives
⢠Wealth Accumulation Strategies
⢠Investment Management for Wealth Legacy
⢠Tax Planning for Intergenerational Wealth
⢠Estate Planning and Wealth Transfer
⢠Risk Management and Insurance Planning
⢠Retirement Planning for Multigenerational Families
⢠Social Security and Medicare Planning
⢠Ethics and Professional Responsibility in Financial Planning
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