Financial Planning Primer

Offered By  Centre for Investment Education and Learning
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About Centre for Investment Education and Learning

Session

Duration: 1 Week

Commitment: 5 Hours

Language

English

Course Format

Online Self-paced

What will you learn

 

About this Course

This eLearning course, 'Financial Planning Primer', introduces the concepts, and explains the process and strategies in the context of Personal Financial Planning.

The course is a mix of eLearning, videos and recap questions.

By the end of the course, you will understand the basic asset classes, the concepts and process of financial planning, setting goals, and assessing risk tolerance. You will also learn how to process and analyse information to construct personal financial statements, and create portfolios with appropriate asset allocation strategies.

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Who would benefit?

  • Students who wish to develop their skills and build confidence in practising financial planning
  • Investors who want to gain an in-depth understanding of the financial planning process
 

Course Syllabus

This course comprises the following modules:

 

Prerequisites

There are no prerequisites for taking up this course.

 

About Certification

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Instructor

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