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Introduction to Financial Planning & Risk Management

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Online class begins February 27. Class meetings on March 6, 20 & 27, 2013

The Introduction to Financial Planning and Risk Management course will provide an overview of the financial planning process. The topics include time value of money applications; personal financial statements development and assessment; cash flow and debt management; asset acquisition; planning elements of risk management; integrating planning recommendations; financial planning ethics review; and an overview of practice management concepts.

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