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Financial and Retirement Planning

by Liberty University

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Course Description

This course is designed to provide an overview of the financial planning process with specific emphasis of retirement planning.  Topics discussed will include client/planner interactions; time value of money applications; personal financial statements development and assessment; cash flow and debt management; asset acquisition; education planning; planning elements of risk management; investment planning; and retirement planning; special needs planning review; integrating planning recommendations; financial planning ethics review; overview of practice management concepts. 
Financial and Retirement Planning
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