Financial Planning (Library of 9 courses)

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Library Overview

The Gramm-Leach-Bliley Act requires financial institutions such as banks & savings associations, credit unions, mortgage & trust companies, insurance companies, collection agencies and others to disclose privacy policies, limit instances in which consumer information can be shared with non-affiliated third parties and provide consumers an opportunity to protect some of their personal financial information from being shared. The Federal Financial Institutions Examination Council (FFIEC) has introduced a privacy regulation implementing the Gramm-Leach-Bliley Act which imposes certain requirements on its member institutions. This product covers various technicalities of privacy regulation giving relevant and convincing examples.

Learning Objective
Target Audience

Every professional involved in the global financial services industry (as a provider, user, regulator or advisor of product/services, marketplace/exchange) would benefit from KESDEE's innovative solutions.

Course Details

1. Introduction to Financial Planning

This course provides an understanding of: Duration: 1 Hour
2. Analyzing the Resources of the Person

This course provides an understanding of: Duration: 1 Hour
3. Basic Concepts in Financial Planning

This course provides an understanding of: Duration: 1 Hour
4. Financial Products for Savers

This course provides an understanding of: Duration: 1 Hour
5. Financial Products for Investors

This course provides an understanding of: Duration: 1 Hour
6. The Psychographics and Life Cycle of the Investor

This course provides an understanding of: Duration: 1 Hour
7. Goals and Investment Objectives

This course provides an understanding of: Duration: 1 Hour
8. Tax Planning

This course provides an understanding of legal strategies that can be used to reduce federal income taxes such as:
9. Model Portfolio

This course provides an understanding of: Duration: 45 Minutes