Why Do You Need 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. Your employees 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.
What's The Course Like?
Basics of Financial Planning reviews tools and techniques required to analyze 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 can be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- What is Financial Planning
- Expenses
- Key Building Blocks of Financial Planning
- Retirement
- Insurance
- Investments
What Are The Benefits?
- Increased gains on long-term investments for clients.
- More confident personnel.
- Increased client retention.
- Better managed exposure to risk on investments.
What About the Bank's Policies and Procedures?
Basics of Financial Planning is fully customizable. Our modular approach, combined with our experience with bank systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know about financial planning.
To learn more about course customization, click here. Or you can call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning LinkŪ, Edcomm's own Learning Management System (LMS), or through any third-party LMS. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Basics of Financial Planning, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Banks who bought this course also bought...
Great training program! The training had very useful information that I look forward to sharing with my clients.
J. C.
Bank name withheld
