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Financial Planning – Beginners Module

Home Courses FINANCE Financial Planning – Beginners Module

Course Overview

This is an online course on Financial Planning Demystified where you will be learning about process of financial planning, basic financial details, rules of accounting, auditing and taxation, book-keeping, accountancy, entity and accrual concepts, estate planning, forms of business organization, types of financial market, types of investments, cash flow and budgeting, monitoring, evaluation and compliance.

170
2 - 6 hours 4h 22m | 29 Videos | 86727 Views | Intermediate  Intermediate
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Financial Planning Demystified:

Financial Planning Demystified an online course on Financial Planning Demystified where you will be learning about introduction to financial planning, process of financial planning, basic financial details, process of financial planning, basics of accounting, analyzing and evaluation, rules of accounting, accounting equation, rules of accounting, basics of accounting, auditing and taxation, book keeping and accounting, accounting concepts, entity concepts, accrual concepts, develop and present plan, process of financial planning, forms of business organization, financial market and debt management and aslo about personal financial statement analysis.

Financial Planning Demystified is specially designed for all the aspirants who want to apply for the Associate Financial Planning- Investment Planning examination. It is a preparatory course for the professionals who wish to appear for this examination. We have also provided you with a basic module of Introduction to Financial Planning to understand all the basic concepts of this course.

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Financial Planning Demystified Pre-Requisites:

  • A PC with internet
  • Knowledge of Basic Finance terms
  • Passion to Learn

Financial Planning Demystified Target Audience:

  • Financial Planners
  • Finance Majors
  • Professionals in Finance domain
Where do our learners come from?
Professionals from around the world have benefited from eduCBA’s Financial Planning – Beginners Module courses. Some of the top places that our learners come from include New York, Dubai, San Francisco, Bay Area, New Jersey, Houston, Seattle, Toronto, London, Berlin, UAE, Chicago, UK, Hong Kong, Singapore, Australia, New Zealand, India, Bangalore, New Delhi, Mumbai, Pune, Kolkata, Hyderabad and Gurgaon among many.

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Curriculum

1. Introduction To Financial Planning

  • Introduction
  • Process Of Financial Planning
  • Basic Financial Details

2. Process Of Financial Planning & Basics Of Accounting

  • Analyzing And Evaluation
  • Rules Of Accounting
  • Accounting Equation
  • Accounting Rules
  • Basics Of Accounting
  • Auditing And Taxation

3. Book Keeping And Accounting‚ Revisions

  • Book Keeping And Accounting‚ Revisions

4. Accounitng Concepts And Policies

  • Accounting Concepts And Types
  • Entity Concepts
  • Accrual Concepts
  • Accounting Concepts And Policies

5. Revisions

  • Revisions 1

6. Process Of Financial Planning

  • Develop And Present Plan
  • Develop And Present Plan- Estate Planning
  • Implement The Plan
  • Monitor The Plan

7. Forms Of Business Organisation

  • Forms Of Business Organisation
  • Forms Of Business Organisation- Limited Companies

8. Financial Market And Debt Management

  • Introduction To Financial Market
  • Types Of Financial Market
  • Types Of Investments

9. Personal Financial Statement Analysis

  • Cashflow And Budgeting
  • Steps In Making A Budget
  • Budgeting And Financial Planning
  • Monitoring‚ Evaluation And Compliance
  • Revision
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