It’s important to have a good understanding of your personal finances, but you may come to a point where you would like to benefit from the experience and knowledge of a financial professional. This course will outline what to consider and what questions to ask so that you can find a professional that can work with you on complex financial areas.
A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually
Learning Objectives: