What is a Financial Plan

Course Description and Objective: 

In this course we will explore a real comprehensive financial plan. This is the type of plan that a fiduciary would prepare in order to portray an accurate snapshot of a person’s current financial position and help him or her plan out various goals, objectives, and plans. The plan is a roadmap that helps show someone the roadblocks that might be in the way, while also highlighting the opportunities that one can take. Going far beyond rates of return and assets, the plan dives into all six areas of the full “financial person.”

  • Introduction – What is a Financial Plan
  • Fact Finding Process
  • Understanding Table of Contents
  • Comprehensive Financial Plan Review
  • Plan Recommendations
  • Plan Analysis