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Click on the following links for sample material from the book:
About the Authors
Table of Contents
Module 2, Unit 1
The
Academy of Certified Financial Specialists® (ACFS™), founded by financial professionals from all disciplines, is dedicated to the regulated education of Financial Specialists and Para-Planner support staff for financial planners. Successful completion of the ACFS™ educational program, exam and background check will result in the student being awarded the Trademarked Certification, ACFS™, the pinnacle of achievement for financial planning support staff.
The Risk Management and Insurance Paraplanner Workbook meets the requirements set in the ACFS™ program. It is a practical workbook offering students and entry-level financial services staff the opportunity to apply concepts and build technical career-focused skills. Designed to supplement the Tools & Techniques of Life Insurance Planning and Risk Management for Financial Advisors texts, this book provides a learning experience with simple language and understandable examples, practice questions, and practical applications.
Offering a focused approach to develop the core proficiencies, this workbook prepares students for a rewarding and successful career in the financial services field.
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