Financial Planning for Any Market
This course will guide you through a comprehensive financial planning method developed over decades.
This course will guide you through a comprehensive financial planning method developed over decades.
Activity Language
Audience
Course Topics
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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
Overview

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

