First, we will cover the Financial Planning house, and we review a financial planning software in which the information is entered to understand the current situation and plan for future financial gaps.
Retirement planning strategies are reviewed, such as debt resolution, and credit issues.
In financial planning life insurance, disability, and critical illness play a key role in managing different aspects of the family.
We discuss registered education savings plans for children, three to six months of emergency funds, managing a budget, estate planning which includes wills, and housing aspects.
Students must pass the final exam before a certificate will be issued.
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Financial Planning
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Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more. Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.
Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.
Financial Planning Video
Financial Planning Quiz