Course Outcomes
Financial Perspective
Understand a point-of-choice orientation to retirement planning and financial storehouse accumulation and maximum sharing opportunities.
Planning Strategies
Utilize personal planning strategies that are behaviorally, spiritually, and financially efficient.
Wealth Accumulation
Focus on wealth accumulation potential of personal resource management.
Technologies
Use state-of-the-art financial technology and information sources.
Analysis
Use investment tools, theory, and techniques that maximize potential return while minimizing downside risk.
Application
Be able to protect financial assets from creditors and taxes.
Estate Plan
Develop an estate plan that produces legacy that thrives as assets are passed to future generations.
