Building and Protecting Your Financial Future

Course Workbook

File size: 4 mB

Financial management doesn’t need to be difficult. Review key factors that help you understand financial planning and risk management so there are no surprises in your practice’s future.

1
Session 1: Selecting Your Financial Advisor
7:43

1
Session 2: Role of a Financial Advisor and the Financial Plan
9:54

1
Session 3: Understanding Insurance Company Ratings and Types
9:09

1
Session 4: Disability Income Insurance Basics
16:13

1
Session 5: Malpractice Insurance Basics
13:59

1
Session 6: Staging Yourself for Home and Practice Ownership
10:55

1
Session 7: Practice Owner and Risk Management-Case Study
22:00

1
Session 8: Installation and Evaluation of Retirement Plans-Case Study
22:00
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Enrolled: 4 students
Lectures: 8
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