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Beginner Level
Tornando-se um consultor profissional de finanças pessoais
2,634Learners already enrolled
1.5-3 Avg Hours
CPD Accredited
Tornando-se um consultor profissional de finanças pessoais
Este curso on-line gratuito ensinará planejamento financeiro, gestão e construção de riqueza para se tornar um consultor financeiro.
Este curso permite que você se torne um consultor financeiro confiável. Você obterá a experiência necessária para orientar os clientes a atingirem suas metas financeiras, desde o orçamento e o investim... Este curso permite que você se torne um consultor financeiro confiável. Você obterá a experiência necessária para orientar os clientes a atingirem suas metas financeiras, desde o orçamento e o investimento até o planejamento da aposentadoria e a gestão imobiliária. Aprenda a criar portfólios diversificados, entender a tolerância ao risco e criar planos financeiros personalizados. Esse conhecimento prático não só beneficiará seus clientes, mas também aprimorará sua própria jornada financeira. Inscreva-se hoje mesmo.
COURSE PUBLISHER Proactive IdeasTrainers in personal development
Total XP: What You Will Learn In This Free Course
- Assess client risk tolerance to rec...
- State the fundamentals of financial...
- Explain the benefits of diversifica...
- Create diversified portfolios align...
- Assess client risk tolerance to recommend suitable investments
- State the fundamentals of financial planning and budgeting
- Explain the benefits of diversification in investment portfolios
- Create diversified portfolios aligned with client goals
- Create strategies for long-term wealth-building and financial growth
- Generate retirement plans based on client goals, timelines, and risk preferences
- Review ongoing client support and financial education
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Knowledge & Skills You Will Learn
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Learner Reviews & Feedback
Tornando-se um consultor profissional de finanças pessoais
Most Recent
Once again the information was easy to understand and not overwhelming or barring.
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Robert R. ![]()
Alison Graduate
Alison Graduate Great course to take. Highly recommend this course to anyone that wants to choose a career in financial planning.
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Sello M. ![]()
Alison Graduate
Alison Graduate This was a valuable insight for me.
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