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E-Learning Course - Financial Planning Product Image

E-Learning Course - Financial Planning

  • KESDEE Inc

The themes of this product are:

- 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

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.

On completion of this course, you will be conversant with:

- Introduction to Financial Planning
- Analyzing the Resources of the Person
- Basic Concepts READ MORE >

Library of 9 Courses

1. Introduction to Financial Planning
What is financial planning?
Three steps in financial planning process

2. 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?

3. Basic Concepts in Financial Planning
The time value of money
Diversification — ‘spreading risk’
Investment Timing

4. 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 Bill

4. 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
Products options for Investors
Common Stock
Bonds
Preferred Stock
Mutual Funds
Real Estate
Commodities
Metals, Art and Collectibles

6. 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

7. Goal Achievement, Investment Objectives & Investment Constraints
Types of Goals
Investment Objectives
Liquidity: Real Needs and Perceived Needs

8. Tax Planning
Strategies for reducing federal income tax

9. Model Portfolio
Basics of Portfolio Management
Building a Model Portfolio

Job Aids
Financial Planning Calculators

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