Skip to main content

Financial Planning and Wealth Management

ID : 4948   
« back to classes page
Financial Planning and Wealth Management are key skills needed for today's leaders. In this course you will be presented with the key information needed to help you understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax. In addition Information is presented regarding The Gramm-Leach-Bliley Act which requires institutions to disclose privacy policies, and limits instances in which consumer information can be shared. Also covered is Insurance Concepts, Mutual Funds & Retirement Planning. Details

Class Details

Sessions
Online 24/7

Location
NA - Online

Start Date:upon registration

More information online at: 
http://protrainedu.org/Lumens/Financial-Planning-and-Wealth-Management-/487

Tuition: 

$575.00


Registration Closes On
Tuesday, April 30, 2019 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
Online 24/7 N/A - Online

Other Class Offerings

Financial Planning and Wealth Management
ID: 6411

StartDate: upon registration
Online 24/7
Self-Paced

Location

Instructor
No Instructor