Financial Planning Training for Beginners

Learn the basics of Financial Planning. Build a strong conceptual foundation in Financial Planning


“Financial Planning Training for Beginners” online course covers a broad spectrum of topics related to financial planning, making it a comprehensive resource for individuals looking to build a foundational understanding of financial concepts. Here’s an overview of the key areas covered in the course:

  1. Introduction to Financial Planning:
    • Providing a fundamental understanding of what financial planning entails.
    • Highlighting the importance of financial planning in personal and professional contexts.
  2. Process of Financial Planning:
    • Breaking down the steps involved in creating a financial plan.
    • Emphasizing the systematic approach to financial decision-making.
  3. Basic Financial Details:
    • Covering essential financial terminology and concepts for beginners.
  4. Basics of Accounting:
    • Introducing accounting fundamentals, including rules, equations, and concepts.
    • Touching on bookkeeping, accounting principles, and auditing.
  5. Analyzing and Evaluation:
    • Teaching how to analyze financial data and evaluate the performance of financial plans.
  6. Financial Market and Debt Management:
    • Providing insights into financial markets and the management of debt.
  7. Personal Financial Statement Analysis:
    • Focusing on analyzing personal financial statements to assess individual financial health.
  8. Forms of Business Organization:
    • Covering different business structures and their implications for financial planning.
  9. Auditing and Taxation:
    • Introducing the basics of auditing and taxation, key components of financial planning.
  10. Entity Concepts and Accrual Concepts:
    • Explaining entity and accrual concepts in accounting, crucial for accurate financial reporting.
  11. Rules of Accounting:
    • Reinforcing accounting rules and principles to ensure proper financial documentation.

The course is structured in a way that progressively builds knowledge, starting with foundational concepts and gradually moving towards more advanced topics. The inclusion of material relevant to the Associate Financial Planning – Investment Planning examination suggests that it aims to prepare participants for professional certification.

As a beginner’s course, this seems like a valuable resource for those looking to enter the field of financial planning or enhance their knowledge in this area. Ensure that the course includes practical exercises, case studies, or assessments to reinforce learning and practical application of the concepts covered.

You will be learning the followings:

Overview of Financial Planning

Time Value Of Money

Investment Strategies

Investment Strategies in Financial Planning

Diversification in Financial Planning

Asset Allocation Strategies

Financial Products for Savers

Saving and Investment

Types of Investment

Rationality to Goals

Goals and Investmenty Objects

Tax Exempt Bonds and Mutual Funds

Benefits of an FSA

Who this course is for:

  • Financial Planners, Finance Majors, Professionals in Finance domain

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