Advance your career – Get hands on training

Get your Certificate of Completion in just 10 short weeks

(3 hours every Saturday morning) The course is offered by

Midwest Professional Planners, Ltd., at 2610 Stewart Avenue, Suite 100, in Wausau. Classes will start on Saturday, January 15, 2011 from 8:30am - 11:30am.

This course is right for you, if you are interested in becoming a financial planning assistant or pursuing a career in financial planning. The financial services industry is growing to accommodate the immense work needs of our nation in the fields of accounting, insurance, banking, investing and paraprofessionals.

You will learn valuable skills that could lead to a higher paying career opportunity. Basic math skills are a must.

To sign-up or for more information contact:

Call us: 715-848-3474 or 1-800-236-MPPL(6775)

Email: Kkohlbeck@mpplplan.com

The cost of the certification course is $2,850, which includes books & supplies. A registration fee of $500 is required, with a balance due of $2,350 on January 15th.

Your instructors will be Steve Hessel & Tom Murphy (click their name for bio information).

For a Class Preview & to ask more questions:

Open House-Tuesday, November 30, 2010 at 7:00 PM

At our office location

Financial Planning Assistant - Course Syllabus

Week 1 - Overview of Financial Planning profession, the role of the Planning Assistant as a career path and professional ethics. Includes a lab session to introduce the class “client”.

Week 2 - Financial Statements, net worth, assets, liabilities and cash flow of income and expenses. Lab explores the “client’s” net worth and cash flow data.

Week 3 - Investment concepts and risks, plus personality risk profilers. Lab review of our “client’s” psychological profile. Each student will get their own profile analyzed.

Week 4 - Discussion of common investment types, cost basis and capital gains. Lab review of “client’s” investment portfolio of stocks, bond and mutual funds.

Week 5 - Discussion of tax planning, especially income tax. We’ll look at key lines of a 1040 tax return, schedules and W-2/1099 forms. The lab will view the “client’s” sample tax return.

Week 6 - Discussion of retirement planning tools, such as the IRA, 401(k), Roth IRA, and annuities. Lab includes “client’s” actual retirement assets and observations

Week 7 - Risk management will be discussed as a transfer process to insurance companies for auto, home, disability, long-term care and liability. The class “client’s” data in these areas will form the lab exercise.

Week 8 - The major risk-management areas of life insurance and health will command special attention. The lab will use actual “client” sample data.

Week 9 - Typical estate planning documents will be made familiar: wills, trusts and powers of attorney. The lab will look at one “client’s” use of various estate planning tools.

Week 10 - The class “client” will come to life through the completed financial plan that incorporates the data of the previous weeks.

Disclaimer: This course is not affiliated with the College for Financial Planning®. The certificate of course completion is through Midwest Professional Planners, Ltd. and does not permit the completer to use the Registered ParaplannerSM or RP®mark.