Certificate in Couples Financial Planning: Mastery
-- ViewingNowThe Certificate in Couples Financial Planning: Mastery is a comprehensive course designed to equip learners with critical skills for career advancement in financial planning. This certification program delves into the unique challenges and opportunities that arise when working with couples, ensuring that financial planners can provide tailored and effective guidance.
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⢠Unit 2: Understanding Financial Planning Fundamentals
⢠Unit 3: Money Management for Couples
⢠Unit 4: Goal Setting & Budgeting for Couples
⢠Unit 5: Investment Strategies for Couples
⢠Unit 6: Risk Management & Insurance for Couples
⢠Unit 7: Estate Planning & Retirement for Couples
⢠Unit 8: Tax Planning for Couples
⢠Unit 9: Debt Management & Credit Scores
⢠Unit 10: Effective Communication & Conflict Resolution in Couples Financial Planning
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