Financial Planning Specialist Designation (Intellinex), course materials, 2004
Part of collection: Institute for Financial Literacy (IFL) records (2016511-IFL-001)
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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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.
Repository Details
Repository Details
Part of the Published Collections Repository