Participants develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
This course is self-paced and need not be taken all at one time. Completion time depends on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.
1 course
Interactive, self-paced, training in financial and retirement planning for employees more than 25 years to retirement. Get off to the right start. Establish sound money management skills. Build an emergency fund. Invest early to put money and time to work. Time is on your side if you start now – small investments have time to grow. Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional.
Certified Financial Planner Board of Standards Inc. owns the certification mark above which it awards to individuals who successfully complete initial and ongoing certification requirements.