Podcast: Play in new window | Download

Subscribe Apple Podcasts | RSS | More

CFP ® Exam Prep Part 3 Investment Planning Financial 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