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Introduction to Financial Planning for Seniors is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the financial services arena. Using an interactive approach, Introduction to Financial Planning for Seniors presents you with an extensive body of knowledge.
Learn About Introduction to Financial Planning for Seniors:
- How the need for life insurance changes during someone's lifetime.
- The health insurance issues that seniors face upon retirement.
- The different retirement planning personality types.
- A senior's different housing alternatives.
- Medicare and the need for long term care insurance.
- How to answer the question "Who is the client?"
Flexible
Introduction to Financial Planning for Seniors is divided into six modules, giving you the opportunity to study at your own pace. Each module includes Objectives, Key Terms, The Lesson, Read More, and a Self-Check Quiz. You can view and review any of these components to fit your individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Introduction to Financial Planning for Seniors keeps you engaged and interested. Beyond the session information, you can go to Read More screens for an in-depth elaboration.
Dependable
Written by the respected editors of Tax Facts, Introduction to Financial Planning for Seniors provides information you can depend on for accuracy and objectivity.
This is a basic course.
Click here to order online exams, or call 1-800-543-0874 to order a print exam.
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