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Professional Certificate in Financial Planning.
Flexible learning: Enroll today to start learning anytime, anywhere
Educational Excellence: Trusted by thousands of learners worldwide
Educational Excellence: Trusted by thousands of learners worldwide
Overview
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Learning outcomes
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Course content
1
Financial Planning Fundamentals
2
Retirement Planning Strategies
3
Investment Portfolio Management
4
Tax Planning and Compliance
5
Estate Planning Principles
6
Risk Management Techniques
7
Insurance Planning Strategies
8
Employee Benefits Planning
9
Client Communication and Ethics
10
Business Succession Planning
11
Financial Planning Fundamentals
12
Risk Management and Insurance Planning
13
Retirement Savings and Income Planning
14
Investment Planning
15
Tax Planning
16
Estate Planning
17
Client Relationship Management
18
Professional Conduct and Regulation
19
Economic Principles
20
and
21
Capstone Unit.
Duration
The programme is available in two duration modes:
Fast track - 1 month
Standard mode - 2 months
Course fee
The fee for the programme is as follows:
Fast track - 1 month: GBP £149
Standard mode - 2 months: GBP £99
Career Path
Key facts
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Why this course
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Frequently asked questions
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Comprehensive course covering all aspects of financial planning, including investments, retirement planning, tax strategies, and estate planning.
Earn a Certificate
Showcase your achievement with a professional certificate upon successful course completion.