In Financial Planning
Core Concepts of Investing & Financial Planning (CIFP) - Curating Financial Freedom
Intermediate- Hinglish
- 2403 Learners
- Validity: 1 years
4.5 RatingCourse Highlights
- 24 Videos
- 8+ Hours of Content
- 8 Excel Calculator
- 5 Excel Templates
Introduction
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.
What Will You Learn?
This programme will enable the participants to:
- Understand the importance of Financial Planning
- Create their own Financial Plan
- How to do Goal Planning
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
No preview video is available at this moment
