Financial Planning Principles
Completed by Amit Dhir
May 29, 2026
3 hours (approximately)
Amit Dhir's account is verified. Coursera certifies their successful completion of Financial Planning Principles
What you will learn
Learn the purpose of financial planning and the 7-step process, including how financial advisors interact with clients at each stage.
Skills you will gain
- Category: Financial Planning
- Category: Goal Setting
- Category: Plan Execution
- Category: Financial Management
- Category: Client Services
- Category: General Finance
- Category: Financial Services
- Category: Rapport Building
- Category: Customer Relationship Building
- Category: Wealth Management
- Category: Relationship Building
- Category: Finance
