Financial Planning Primer

Offered By  Centre for Investment Education and Learning
Financial Planning Primer image
About Centre for Investment Education and Learning


Duration: 1 Week

Commitment: 5 Hours



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:



There are no prerequisites for taking up this course.


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