Retirement and Investing: A Level 2 Certification Class

Page1 / 2
 

Question Title

* 1. Retirement and Investing: A Level 2 Certification Class
Please indicate when and where you are registered to attend this training.

Question Title

* 2. My knowledge of financial empowerment is:

Question Title

* 3. I believe financial empowerment is a relevant and important component of helping my clients achieve success.

Question Title

* 4. My role in working with the people I serve will benefit from a stronger knowledge of how to help clients with their Investing

Question Title

* 5. Please indicate the one best statement that describes your confidence level in talking with the people you serve about retirement resources and retirement

Question Title

* 6. I understand and feel comfortable helping a client get setup with the necessary information about to invest and retire.

Question Title

* 7. I understand how to educate clients on financial planning

T