Module 2: Process
Time to complete: 2 Weeks
Videos
Resources
Section 5 – How To Do Financial Planning (6:11)
Section 6 – External Process (25:14)
Section 7 – Internal Process (10:51)
Section 8 – Joint Work (2:19)
Section 9 – Compliance (3:23)
Section 10 – Process Q&A (3:57)
Feb-Mar 2021 Resources
Process Discussions
Feb 11
Feb 18
Feb 22
Mar-Apr 2021 Resources
Process Discussions
Thursday, March 25 – Process Group Session