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×Newburgh, New York
The course covers topics relating to financial planning in general including the gathering , processing and analyzing of financial data and related information, making of recommendations, writing and implementing, and reviewing financial plans. Course topics also include : regulations affecting financial planners; the time value of money; the economic environment; ethical, professional and legal considerations, budgeting forms of business ownership and how to address inflation and volatility in financial plans.
Units: 3.0