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Financial Planning Training

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Course Overview

Through this training we shall start understanding the process of financial planning, understand various financial products and tax panning as well.

8
Upto 2 hours 2h 2m | 12 Videos | 47899 Views | Intermediate  Intermediate| English[Auto-generated]
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Financial Planning Training:

Financial planning is a very important and crucial step that must be executed with precision in order to avoid complication in the near future as finance is the bloodline of a business. To do this job accurately an organization hires a financial planner who is aware of every aspect of this segment.

Through this training we shall start understanding the process of financial planning, understand various financial products and tax panning as well.

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The training will include the following

  • Introduction to Financial Planning
  • Basic Concepts
  • Financial Products for Savers
  • Financial Products for Investors
  • Goals and Investment Objectives
  • Tax Planning
  • Target Customers:

    • Financial Planners
    • Finance Majors
    • Professionals in Finance domain
    • Students
    • Anyone who wants to learn financial planning

    Pre-Requisites:

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

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Curriculum

1. Overview

  • Overview of Financial Planning
  • Overview of Financial Planning Continues

2. Time Value Of Money

  • Time Value Of Money
  • Time Value Of Money Continues

3. Investment Strategies

  • Investment Strategies in Financial Planning
  • Diversification in Financial Planning
  • Asset Allocation Strategies

4. Financial Products for Savers

  • Saving and Investment
  • Types of Investment

5. Rationality to Goals

  • Goals and Investmenty Objects
  • Tax Exempt Bonds and Mutual Funds
  • Benefits of an FSA
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