Section 1: Applicant Information
Section 2: Program Overview
1. Set the Stage and Gather Client Information
2. Assist a Client in Creating an Action Plan
3. Educate a Client about Financial Statements, Ratios, and Spending Plans
4. Manage Money
5. Educate a Client about Credit and Debt
6.Educate a Client about Major Acquisitions
7.Manage Financial Risks
8.Discuss Investment Basics with a Client
9.Educate a Client about the Financial Aspects of Retirement and Estate Planning
Section 4: Independent Trainer Qualifications
Section 5: Program Delivery and Student Support
Describe how students engage with the content and instructor(s) (i.e.; discussion forums, case studies, live Q&A webinars, practical application exercises, office hours or mentoring, etc.)