Financial Planning Primer
Financial Planning Primer
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
Prerequisites
There are no prerequisites for taking up this course.