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Certification Course

Module #07: Budgets


Description
How to make it easy for clients to work on financials.
In this module you will learn how to make it easy for clients to work on their budgets.

A key challenge is that clients feel budgets are too complicated, however the real problem is that spreadsheets are too complicated. That’s why we must use budgeting software so client’s can’t go wrong.
Content
  • Budgets: Forecasting Made Simple (09:37)
  • Video Demo: Budgets (07:32)
  • Online Test Drive: Add forecasting and investments to the Budget
  • Budgets Discussion (08:51)
  • Wrap Up: Budgets (00:59)
Completion rules
  • All units must be completed
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