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Course Order Recommendation

At IWC Learning, our goal is to improve your financial literacy. This is our course order recommendation to get a well rounded education on all topics!

Our Recommended Course Roadmap:

Start with the top courses, and work your way down to the end!

  • Financial Planning Client Onboarding

    Financial Planning Client Onboarding

    Course • 1 lesson

    Welcome to IWC! We're excited to have you as a financial planning client. This course introduces you to the tools we use to help you prepare for your future.

    Free

    Enroll for free
  • Budgeting

    Course • 5 lessons

    Level up your Financial Literacy skills with budgeting lessons from your local team!

    Free

  • Risk Tolerance

    Course • 9 lessons

    Start your journey towards financial independence with money utilization, risk, and investment growth lessons from your IWC Team!

    Free

  • Estate Planning

    Course • 8 lessons

    Uncover the basics of Estate Planning and learn the differences between a Trust and a Will.

    Free

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IWC Financial Planning is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Financial planning offered through IWC Financial Planning, a Registered Investment Advisor, not affiliated with LPL Financial.
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