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.

CLASS BEGINS:
Thursday, July 14th, 2011

MEETING TIME:
8:30 - 10:30 AM

MODERATOR:
Joseph C. Chalom, CLU, LUTCF

LOCATION:
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

CLICK HERE TO DOWNLOAD A REGISTRATION FORM!

Completed forms can be faxed to:
(610) 526-1300
Attn: Howard Chelder

For more information, please contact Association Executive Pat Thomson
at (954) 753-2262 or email naifa-broward@juno.com.

For more information on all of the professional development programs offered
by The American College, please visit www.theamericancollege.edu.