Live / groupFundamentals of Financial Planning
Duration24 Hours
LevelBeginner
CategoryProfessionals
About this course
This comprehensive course offers an in-depth introduction to the financial planning process, equipping participants with the knowledge and skills necessary to develop effective financial strategies. Key topics include the financial planning process, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations.
Learn the fundamentals of financial planning in this prerequisite for the other courses in the financial planning program. Topics include financial planning functions, time value of money, economic and legal environments, financial analysis, and ethical and professional considerations. Gain practical experience utilizing data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements.
You'll Walk Away with....
An understanding of the fundamentals of financial planning
Practical experience using data-gathering forms, constructing personal financial statements, budgeting, and dealing with regulatory requirements
What you'll learn
No skills found
Course content
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This course includes
Level: Beginner
Session: Group
Duration: 24 Hours