This course will guide you through a comprehensive financial planning method developed over decades.


Activity Language

English

Audience

Financial Professionals

Course Topics

FP Development

Length Overall

17 lessons (1 hr 30 min)

Long Description

By Thomas De Jong, M.S.

President, The Planning Firm

The Planning Firm's 4D Road Map process is a comprehensive financial planning method developed over decades.

We will cover the following:

  • Course intro - Why, what and how
  • Discover meeting
  • Define the opportunity meeting
  • Design the road map meeting
  • Delegate the tasks meeting
  • Follow-up and financial GPS program

Subtitles

English

Overview
Image of Course
Type:Elearning Course
Learning Time:1h  30m
Key Dates
Starts:10/31/2024
Enrollment:Open
Enrollment