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Course Description

Comprehensive Financial Planning for Success: An Overview | Discover the keys to financial success and how to enhance one’s ability to achieve financial goals. Discuss retirement, education savings, investing, tax planning, estate planning and related topics. $79 includes $19 fee. Note: Instructors do not provide advice on specific investments and neither the instructor nor AACC is responsible for students' personal investments.

Learner Outcomes

Identify the steps of the financial planning process and define both short and long-term goals; Develop three personal criteria to evaluate investment options; List two current tax updates and discuss their implications when planning financial strategies; Discuss financial planning mistakes and name three ways to avoid them; Describe one technique to protect your finances and your ability to achieve your financial goals.
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