At our Crafting Financial Plans class, we’ll teach you the process—and importance—of building a plan that provides direction now and far into the future.
With the help of our educators, we’ll break down financial planning misconceptions and build up knowledge to help you make smart choices with your money that can help to achieve financial success. We’ll cover the key steps for building a financial plan and take a closer look at what your goals and dreams mean to your bigger financial picture. You’ll walk away with a solid understanding of financial planning—and a newfound excitement for what’s to come.
In this class expect to learn:
- What a financial plan is and how one may help bring financial success
- About the planning process and importance of building a plan that provides direction
- What are some recommendations that may be a part of a financial plan
- About financial planning misconceptions