Critical Thinking Skills
Critical thinking is a questioning approach to form a judgment or conclusion. It encourages reflective and independent thinking to guide us through the hundreds of decisions that we make throughout a week.
Part 1
Part2
Part 3
Knowledge Quiz
$ 299- Lessons covering foundational concepts: asset ownership, qualified plans, RMDs, basic estate planning, investments & insurance. Ideal for those new to working in a financial advisory practice.
$299.99
$175- Ten-minute, topic-specific lessons that provide a useful overview of commonly employed financial planning concepts and strategies.
$175