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Finance Planning Certification Practice Test

57 Ratings

Topics covered - Syllabus

  • Building the practice infrastructure
  • COMPLIANCE AND LEGAL ISSUES
  • DEVELOPING A CLIENT MANAGEMENT SYSTEM
  • FOUNDATIONS OF A FINANCIAL PLANNING CAREER
  • MARKETING YOUR PRACTICE
  • Resourcing and planning
  • Running an integrated practice
  • The art of client communication
  • THE SPECTRUM OF FINANCIAL PLANNING
  • THE WORLD OF FINANCIAL PLANNING

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Total Tested

5918

Total Passed - 2174

Total Failed - 3744

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