NAIFA-Broward FSS Course Opportunity
FA 262-Foundations of Financial Planning: An Overview
***WORK TOWARDS YOUR FSS***
***WITH A LIVE LOCAL CLASS***
FA 262 - Foundations of Financial Planning: An Overview
This course provides an overview of the major components that make up a comprehensive financial plan, including the six-step planning process, insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning. The course also covers Social Security and Medicare and their importance as the foundation of a client’s financial plan.
A holder of the LUTCF who has taken an American College Ethics course as part of their education needs only take the FA262 “Foundations of Financial Planning: An Overview” and FA263 “Foundations of Financial Planning: The Process” and an additional moderated elective course not previously taken during their LUTCF curriculum, to also be awarded the FSS designation.
Thursday, July 14th, 2011
8:30 - 10:30 AM
Joseph C. Chalom, CLU, LUTCF
New York Life, 1300 Concord Terrace, Sunrise, FL 33323
FL students earn 24 CE credits, if exam passed successfully
( No CE Reporting Fee for FL )
Sponsored by NAIFA - Broward, FL
Completed forms can be faxed to:
Attn: Howard Chelder
For more information, please contact Association Executive Pat Thomson
at (954) 753-2262 or email email@example.com.
For more information on all of the professional development programs offered
by The American College, please visit www.theamericancollege.edu.