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Financial Planning Specialist Designation (Intellinex), course materials, 2004

 File — Box: 10, Folder: 6
Accession: 2016511-IFL-001Identifier: 2016511-IFL-001-III.-A.

Dates

  • Creation: 2004

Scope and Contents

Printout of a corporate training online class curriculum. Includes lessons: Introduction to Financial Planning; Income Taxes; Retirement Planning; Investment Planning; Risk Management; Stock Options and Compensation Planning; Education Planning; Estate Planning; Credit and Lending; and Comprehensive Cast Study.

Physical Storage Information

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Extent

From the Series: 14.5 Linear Feet

Additional Description

Access Restrictions

These records are located in remote storage. Please contact staff 48 hours in advance of research visit at askhagley@hagley.org

Series I: 25-year time seal from the date of creation due to privacy/security reasons.

Reference staff may remove items from files in Series I or II during research appointments due to personally identifiable information.

Related Names

Creator

Repository Details

Repository Details

Part of the Published Collections Repository

Contact:
PO Box 3630
Wilmington Delaware 19807 USA
302-658-2400