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. Access is for 91 days. Certificates with earned credits will be awarded upon successful completion.

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

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

CFP CREDITSICB CREDITS
912.5
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
  • Estate Planning - Online
  • Investor Profiling - Online
  • Trusts and Taxation - Online
  • Asset Allocation and Taxation - Online
  • Portfolio Management and Duration - Online
    • Language Options
    También, se ofrece este curso en Español. Llamada para más información.
    Introduction to Financial Planning
    This module provides an understanding of:
    • What is financial planning?
    • Three steps in financial planning process
    Duration: 1 Hour

    Analyzing the Resources of the Person
    This module provides an understanding of:
    • Construction of personal financial statements as a tool for measuring personal wealth
    • The importance of budgeting
    • Evaluation of financial strength by using various ratios
    Duration: 1 Hour

    Basic Concepts in Financial Planning
    This module provides an understanding of:
    • The concept of time value of money
    • Need for diversified investment
    • Investment strategies
    Duration: 1 Hour

    Financial Products for Savers
    This module provides an understanding of:
    • Differences between saving and investment
    • Product choices available for saving
    Duration: 1 Hour

    Financial Products for Investors
    This module provides an understanding of:
    • Product choice available for investment
    • Features of various investment products
    • Difference between various investment products
    Duration: 1 Hour

    The Psychographics and Life Cycle of the Investor
    This module provides an understanding of:
    • The various individual investor types
    • How they are likely to carry out their financial programs
    • Various stages in an individual's life cycle
    • How individuals are likely to carry out their financial programs in these stages
    Duration: 1 Hour

    Goals and Investment Objectives
    This module provides an understanding of:
    • How individuals rationally approach various types of goals
    • The broad investment objectives and how they influence the investment product choices
    Duration: 1 Hour

    Tax Planning
    This module provides an understanding of legal strategies that can be used to reduce federal income taxes such as:
    • Tax-Deferred Retirement Plans
    • Flexible Spending Account
    • Home Equity Loan
    • Tax-Exempt Bonds or Mutual Funds
    Duration: 1 Hour

    Model Portfolio
    This module provides an understanding of:
    • Building a model portfolio for an individual
    • Portfolio Allocation Scoring System (PASS)
    • Portfolio Management
    • The Markowitz Portfolio Selection Model
    Duration: 1 Hour

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