Why Do You Need Basics of Financial Planning Training?

It is critical for anyone working in business or finance to understand financial planning and its benefits in order to help clients plan for their futures and make necessary adjustments to their current spending.

Basics of Financial Planning will provide students with the foundation of financial planning. You will learn how to help clients create a budget and the importance of creating a budget in order to properly allocate expenses and meet financial goals.

Upon completion, you'll receive a Banker's Academy Basics of Financial Planning Certification (BABFPC). With Banker's Academy's global presence, our BABFPC will help you advance your career in today's industry.

 

What's The Class Like?

Basics of Financial Planning reviews tools and techniques required to analyze your clients' expenses and incomes. Participants will review the key building blocks of financial planning, different types of retirement accounts and insurance policies, and the importance of investments.

Basics of Financial Planning may be deployed as eLearning, Blended or Classroom training, using real-world examples and case studies to make the content relevant and to help students apply what they have learned.

All you need is a computer with an Internet connection.

Making the Most of the Course

All students will receive:

Basics of Financial Planning - You will receive the complete online Basics of Financial Planning training course used by thousands of bank professionals.

Access to All Course Materials Online - You will have access to 100% of all course material via your Internet connection for one full year.

Banker's Academy Basics of Financial Planning Certification (BABFPC) - Online tracking delivers your compliance certification instantly upon the successful completion of the course at no extra cost.

Toll Free Access to Instructors - Basics of Financial Planning is a comprehensive program and can be very challenging. If, at any time, you need to speak with an instructor, you can call us toll free at 888.433.2666, internationally at +1.212.631.9400 or email support@bankersacademy.com.

24 Hour Help - Our online help is available 365 days a year, 24 hours per day.

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