Vocational Course: Certified Financial PlannerSKILLBRIDGE
Price on request
This program is targeted towards students who have an interest in improving financial planning & investment talent. No specific requirement is for this program. This course is offered in a blended format. Besides live & interactive session with expert’s teacher, students will get right of entry tom high quality e learning material, student also get online jobs assistance & resource.
Besides fundamental ideas of financial planning’s, goal settings, & maximizing talent, an in depth conversation of investing strategy is provide, including different instrument appropriate for both saver & investor. Also covered are the kinds of personalities & their asset profiles along with the different stages in the life cycle of investors. The program also provides strategy for reducing tax burdens. In the end, it provides precious information’s about how to builds model portfolios that suits your risks & return profiles.
Intro to Financial Planning
What is financial Planning?
3 steps in financial planning process
Analyzing the resources of the persons
Elements of the Balance Sheets
The Income & Expense Statements
Why is it significant to prepare budget carefully?
Fundamental Ideas in Financial Planning’s
The time values of money
Diversification? Spreading risk?
Financial Product for Saver
Saving versus Investments
Product option for saver
Certificate of Deposits
Money Market Mutual Fund
Money Market Deposit Account
US Treasury Bills
Financial Product for Investor
Products option for Investor
Mutual Fund Real Estates
Metal, Arts & Collectibles
The Psychographic & Life Cycle of the Investors
The 5 Personalities
Using the Five Way Classifications Models
Risk or Returns Trade Offs for Investor
Risk or Returns Position at Various Life Cycle Stages
Goals Achievement, Investments
Objectives & Investment Constraint
Kinds of Goal
Liquidity: Real Need & Perceived Need
Strategies for reducing federal income taxes
Basics of Portfolios Management
Building a Model Portfolios