Rating 4.62 out of 5 (638 ratings in Udemy)

• Implement the Financial Planning process by appropriately using financial planner competencies and by following the prescribed code of ethics, practice standards and professional conduct
• Understand the economic, social, political, and technological environment and be able to determine how financial plans should accommodate those environments
• Understand the potential goals a client may have, help them enunciate their goals and evaluate strategies to help clients achieve their goals
• Understand basic tools of financial management and financial mathematics applications, and devise simple strategies and mechanisms to achieve realistic goals
• Understand various regulations which need to be adhered to while making and implementing financial plans for the clients