Financial Planning Certification Exam Audio Lessons: Part 3 – Lesson 1 Investment Planning
Update: 2024-11-07
Description
CFP ® Exam Prep Part 3 Investment Planning Financial Planning
Part 3 Lesson 1 Investment Planning
With CFP ® exam Prep Part 3 Investment Planning we dive into the world of investment planning and learn how to construct and manage investment portfolios tailored to your clients’ goals and risk tolerance. Explore different investment strategies, asset classes, and portfolio management techniques.
——————————
If you are interested in becoming an Registered Investment Advisor, you may also be interested in our other lessons for the Series 65 and the Series 66 Exams
Here is the Quiz for this audio lesson
All of the audio lessons for the Financial Planning Certification Exam Part 3 are available below
The full Series Bundle is available here:
© FPLessons.com all rights reserved do not duplicate or copy
Part 3 Lesson 1 Investment Planning
With CFP ® exam Prep Part 3 Investment Planning we dive into the world of investment planning and learn how to construct and manage investment portfolios tailored to your clients’ goals and risk tolerance. Explore different investment strategies, asset classes, and portfolio management techniques.
——————————
If you are interested in becoming an Registered Investment Advisor, you may also be interested in our other lessons for the Series 65 and the Series 66 Exams
Here is the Quiz for this audio lesson
All of the audio lessons for the Financial Planning Certification Exam Part 3 are available below
The full Series Bundle is available here:
© FPLessons.com all rights reserved do not duplicate or copy
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
