Step by Step guide to Financial Planning
450/-
- | 3 students enrolled.
- Listed In
- Financial Planning
- Language
- English
- Difficulty
- Beginners
- Validity
- 3 Years
- Program
- Expert-led Recorded Program
- Instructor
- Yadnya Investment Academy
All of us have some dreams in life – be it buying a dream home, a car, children’s education, their marriage, traveling abroad for leisure, retirement, amongst a host of others. In parlance to personal finance, all these are financial goals; because after all, along with emotions, they carry a monetary value.
You see, for your dreams to convert into reality there’s no other alternative to effective planning. A financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
This well-designed program intends to give the learners a clear understanding of how to create a Financial Plan.
Objective
This programme will enable the participants to:
- Understand the importance of Financial Planning
- Create their own Financial Plan
- How to do Goal Planning
Benefits
This course will help the students to :
- Gain awareness of the importance of Financial Planing
- Develop their own comprehensive Financial Plans to fullfill their financial goals
- Know the process of Goal Planning
After successful completion of the course, students will get a "Certificate of Completion"
Topics Covered
- Importance of Financial Planning - Steps to create a financial plan
- Understanding your current financial status - Cash Flow Statement
- Understanding your current financial status - Net Worth Statement
- How to become Rich - Define your Financial Goals
- Choosing the right Investment option for our financial goals
- Converting our financial goals to a financial plan
- Cost of Delay in Investing | Consequence of Delay
Intended Participants
- Financial Planners
- Financial Distributors and Advisors
- All Investors
Summary
- 7 Videos
- 40 mins(approx) of Content
- 5+ Supplementary Study Materials
- Full Length Test
Preview
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After successful completion of the course, the students will need to appear for an online examination , hosted on the website of www.elearnmarkets.com.
Procedure:
- The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test"
- Once the student successfully clears the examination, the certificate of completition will be genrated.
Other Details:
- Duration: 1.5 Hours
- Pattern of Questions: Multiple Choice Questions
- Qualifying Marks: 40% . No negative marking for this course.
Procedure for download of Certificate:
After successful completition of the examination , students can download soft copy of the certificate from the webiste: www.elearnmarkets.com itslef.
To download the Certificate , follow the following steps:
- Login to www.elearnmarkets.com
- Go to My-Courses Tab
- Click on the Get Certificate Tab and download the certificate
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