Financial Planning Bootcamp

  • Course level: All Levels


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

Topics for this course


MODULE 1: Financial Planning Principles, Process and Skills

MODULE 2: Financial Management

MODULE 3: Tax Principles and Optimization

MODULE 4: Investment Planning / Asset Management

MODULE 5: Risk Management and Insurance Planning

MODULE 6: Retirement Planning

MODULE 7: Estate Planning and Wealth transfer

MODULE 8: Integrated Financial Planning