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Financial Planning Consultant For Investments Course

Financial Planning Consultant For Investments Course
from 4 to 360h flexible workload
certificate recognized by MEC

What will I learn?

This course will help you improve your job as someone who advises people about money and investments. It's made for people who already work with money and want to get better at it. You'll learn how to look at money matters, understand how investments have done in the past, and see how well a collection of investments is performing. You'll also learn how to handle risks, understand how the market changes, and know how much risk people are willing to take. We'll also talk about what's new in the world of investments, how to plan for when people stop working (retirement), and ways to save money on taxes. You'll also learn how to talk and present information clearly, so you can explain complicated things simply and give reports that make sense.

Elevify advantages

Develop skills

  • Learn to check money matters: Be able to look at how investments did before and guess what the economy will do.
  • Get good at handling risks: Know how to reduce risks and understand how much the market changes.
  • Find out what's new in investments: See new chances to make money and change with the economy.
  • Plan for retirement: Make plans that save on taxes and set goals that people can reach when they stop working.
  • Get better at talking: Explain hard things in an easy way and give presentations that people will understand.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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