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.

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