Class Details

CE 1308 - Elements of Financial Planning (Self Study)


1400 Old Country Road Suite C-100
Westbury, NY 11590-
Phone: 516-997-8360 Fax: 516-997-5446

In this course we will cover updates on the following topics:The Financial Planning Process; Fundamentals of Investment; Corporate Securities; Corporate Debt; Government Debt; Insurance Products; Interest Rates; Package Products.

Self-Study Course Information

All self-study manuals will be e-mailed as a PDF file during regular business hours.

You must score a minimum of 70% on our 50 question, multiple-choice, closed-book, monitored quiz in order to receive a completion certificate for all self-study courses.

To make an appointment to take your quiz, please call the Westbury school at 516-997-8360 or the NYC school at 212-643-9554.

This self-study course is approximately 190 pages in length.



$150

Start DateEnd DateScheduleAdd to Cart
No records to display.