Be familiar with the many areas of financial planning including budgeting, insurance, and investments.
Bankers Academy
Updated Jul 27, 2024
What you'll learn
The key aspects of financial planning.
The significance of investment-based retirement.
The categories of expenses and how to make expense reports.
Course Description
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments.