Financial Planning Bootcamp

  • Course level: All Levels
  • Categories Bootcamp
  • Duration 3h
  • Last Update November 8, 2020


Scope of Financial Planning Primer Course:
Our e-learning course starts with an introduction to financial planning for beginners and goes on to introduce the concept, process and strategies that go along with it. You will learn how to set long and short term goals for investment after conducting a through needs and risk analysis. The course will teach you to construct personal financial statements and portfolios with a robust allocation of various asset classes. You will through a series of interactive videos, podcasts and activities that will help you retain the knowledge you have gained easily.

Introduction to Financial Planning :

  1. Assessment of Personal Financial Position
  2. Goal Setting
  3. Risk Profiling
  4. Asset Allocation
  5. Monitoring & Reviewing