
Christina Gonzalez
Financial Planning Principles
104406198
May 23, 2024
Christina Gonzalez
This course introduces you to the holistic, 7-step Financial Planning Process that underpins the journey an Advisor takes his or her clients through. You will learn about the common milestones in life that you may want to plan for, and how an Advisor will guide you through the journey.
Issued on
May 23, 2024
Expires on
Does not expire