Description
2015 Comprehensive Case: 02 - Meet the Planner: Goals and Objectives
2012-05-0412:07
2015 Comprehensive Case: 01 - Kevin and Christine Introduction
2012-03-2307:20
2015 Comprehensive Case: 03 - Data Gathering and Detailed Goals
2012-03-2331:17
2015 Comprehensive Case: 04 - Kevin and Christine Make a Decision
2012-03-2308:44
2015 Comprehensive Case: 05 - Kevin Followup
2012-03-2307:07
2015 Comprehensive Case: 06 - Christine Followup
2012-03-2305:06
2015 Comprehensive Case: 07 - Case Study Conslusion
2012-03-2301:27
Overview: 0 - Class Introduction
2012-03-2202:10
Overview: 00 - The Final Exam
2012-03-2202:55
Middle-Aged Client: 01 - Planning for the Middle-aged Client
2012-01-0302:52
Middle-Aged Client: 02 - Documents Needed for Middle-age
2012-01-0307:44
Younger Client: 03 - Young Couples Time Value of Money
2012-01-0300:51
Life-Cycle Process/Younger Client: 01 - Young Couples Early Career
2012-01-0307:13
Life-Cycle Process/Younger Client: 02 - Young Couples Career Development
2012-01-0306:32
Life-Cycle Process: 03 - Pre-retirement Phase
2012-01-0304:48
Life-Cycle Process: 04 - Peek Accumulation
2012-01-0306:24
Overview: 01 - CFP Topic List
2012-01-0303:25
Overview: 02 - Three Approaches
2012-01-0302:15
Overview: 03 - Financial Planning Software
2012-01-0303:35
Overview: 04 - Prospecting
2012-01-0305:52
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