This course will cover techniques for managing product backlogs, long and short-range planning, project execution, and progress reporting.
This is an advanced course surveying topics facilitating the integration of financial psychology into financial planning, financial coaching, and business.
This course is designed for financial planners, business professionals, and coaches to help give them the knowledge and tools to work effectively with families and couples around finances.
Cost: $1,134
This course incorporates the use of experiential learning including hands-on activities and group exercises to create various project documents, tools and artifacts to achieve measurable objectives, identify and manage project scope, estimate project time and costs, manage resource requirements and assignments, determine work required and task dependencies, and monitor and control project execution.
