Financial Planning Process

Course Overview

In the past few decades, financial planning has become a way of life for most professionals in the financial services industries.Fewer and fewer are the practitioners who are able to prosper by merely selling financial products without thoughtful deliberation of the client’s long term goals, plans, objectives, risk tolerance, and other considerations.

This course provides a broad, in-depth review of basic tools of the trade including income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, business planning, and the tolls for quantitative analysis.In addition, the course begins with an overview of the financial planning business and concludes with a look at the characteristics of the financial planning profession.

Learning Objectives

Upon completion of this course you will be able to:

  • Explain why financial planning is important for the clients;
  • Describe the financial planning process;
  • Understand the importance of tax planning;
  • Identify the important risks that clients face and techniques to manage the risks;
  • Recommend and apply retirement planning and estate planning; and Appreciate the ethical amd regulatory issues that apply to the financial planning profession.

Module 1: Course Overview

Module 2: What is Financial Planning?

Module 3: The Financial Services Industry

Module 4: The Financial Planning Process

Module 5: Income Tax Planning

Module 6: Risk Management Planning

Module 7: Retirement Planning

Module 8: Wealth Accumulation Planning

Module 9: Estate Planning

Module 10: Business Planning

Module 11: Quantitative tools for Financial Planning

Module 12: Financial Planning as a Profession

Price: $99

This Course includes:

   Text-based content

   4 weeks