This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with.
Learning Objectives
Recall the role of an insurance broker.;Identify the legal document that serves as a temporary insurance contract.;Differentiate among the various individuals that can sell an insurance contract.;Identify the licenses required to sell variable insurance products.;Recognize the elements of a fiduciary duty.;Recall the entity that guarantees cash values of an insurance contract.
Major Topics
Coordination with the client's financial advisers;Integration with other areas of PFP
