Welcome to my learning portfolio for Finance 3060 at Louisiana State University
During this course, "Fundamentals of Financial Planning" I hope to learn more about the essentials a Certified Financial Planner must know such as investments, retirement, insurance, and estate planning and much more. Being that this class is communication intensive, I expect to expand my communication skills not only orally, but written as well. I am very excited to be working closely with Dr. Lawrence and other members in our Certified Financial Planner program.
Following graduation, I plan to secure a job that enables me to work hard and continue to learn in the fields of finance and accounting. I hope to find a job that allows me opportunities for promotion and one day the blessing of owning my own Financial Planning firm. I am looking forward to working with clients who I can share my expertise with and, in turn, learn more from them as well.
This course will prepare me for both the expected and unexpected in the life of a financial planner. Financial planning is not only about advising clients of how to best use their wealth, but also being a counselor to them for a wide range of life occurrences. I know that upon completion of this course and other courses in the Certified Financial Planning program, I will be well prepared for the CFP exam and very well rounded as an expert in this field.
Following graduation, I plan to secure a job that enables me to work hard and continue to learn in the fields of finance and accounting. I hope to find a job that allows me opportunities for promotion and one day the blessing of owning my own Financial Planning firm. I am looking forward to working with clients who I can share my expertise with and, in turn, learn more from them as well.
This course will prepare me for both the expected and unexpected in the life of a financial planner. Financial planning is not only about advising clients of how to best use their wealth, but also being a counselor to them for a wide range of life occurrences. I know that upon completion of this course and other courses in the Certified Financial Planning program, I will be well prepared for the CFP exam and very well rounded as an expert in this field.
All of the content contained within this portfolio is for educational purposes only.