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Financial Planning Certificate Request more Information. Become a financial planner. Manage your clients' finances - income, assets, and tax management. Forge detailed plans to outline how your clients can best achieve their financial goals. Work independently as a consultant or with banks, brokerage firms, insurance companies, accounting firms, and more.
Individual Retirement Accounts and 401(k) Plans — Saving and Investing for the Future - This course teaches the basics of how to invest for your retirement. Here we discuss two popular retirement savings plans: the 401(k) and the Individual Retirement Account (IRA). We also explain how stocks, bonds and mutual funds fit into a diversified retirement portfolio. Upon completion of this course, you should have a clear understanding of how to maximize your savings in order to meet your retirement goals.
Questions You Should Ask About Your InvestmentsIn this brochure, you'll find some questions that you should ask about investment products and the people who sell those products. We've also included some tips on how to monitor your investments and handle any problems.
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