Financial Planning - Online

This e-learning course on 'Financial Planning' is designed to help users plan their finances. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return profile.

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer.

También, se ofrece este curso en Español. Llamada para más información.

Available TodayOnlineUSD$150
Instructional Method:
Self-Study
Level: Basic

Individuals interested in improving their financial planning skills.
Students will be able to:
  • Know basic concepts in financial planning
  • Discuss various financial products for savers and investors
  • Understand various types of personalities and their financial needs
  • Recognize your financial goals and achieve them
  • Have better control on taxes you pay
  • Build a finance portfolio suiting your needs
Kesdee, Inc.
Language Options
También, se ofrece este curso en Español. Llamada para más información.
Introduction to Financial Planning
  • What is financial planning?
  • Three steps in financial planning process

Analyzing the resources of the person

  • Elements of the Balance Sheet
  • The Income and Expense Statement
  • The Budget
  • Why is it important to prepare budget carefully?

Basic Concepts in Financial Planning

  • The time value of money
  • Diversification - 'spreading risk'
  • Investment Timing

Financial Products for Savers

  • Saving versus Investment
  • Products options for savers
  • Checking Accounts
  • Savings Account
  • Certificates of Deposit
  • Money Market Mutual Funds
  • Money Market Deposit Accounts
  • U.S. Treasury Bills

Financial Products for Investors

  • Products options for Investors
  • Common Stock
  • Bonds
  • Preferred Stock
  • Mutual Funds
  • Real Estate
  • Commodities
  • Metals, Art and Collectibles

The Psychographics & Life Cycle of the Investor

  • The Five Personalities
  • Using the Five-Way Classification Model
  • Risk/Return Trade-Offs for Investors
  • Risk/Return Position at Various Life Cycle Stages

Goal Achievement, Investment Objectives & Investment Constraints

  • Types of Goals
  • Investment Objectives
  • Liquidity: Real Needs and Perceived Needs

Tax Planning

  • Strategies for reducing federal income tax

Model Portfolio

  • Basics of Portfolio Management
  • Building a Model Portfolio

JOB AIDS

  • Financial Planning Calculators

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