Course curriculum

(Click to reveal)

    1. Before we begin

    1. HNW Service and Servicing Opportunities

    2. HNWI Service and Service Opportunities....Quiz

    3. HNWI Service and Service Opportunities - What's the Big Idea?

    1. Understanding Financial Planning

    2. Understanding Financial Planning Quiz

    3. Understanding Financial Planning - What's the Big Idea?

    4. Understanding Asset Classes

    5. Preparing a Financial Plan

About this course

  • 9 lessons
  • 3.5 hours of video content