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Financial Planning

A comprehensive e-learning course on Financial Planning

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The themes of this product are:

  • Know basic concepts in financial planning
  • Discuss various financial products for savers and investors
  • Understand various types of personalities and their financial needs
  • Recognize your financial goals and achieve them
  • Have better control on taxes you pay
  • Build a finance portfolio suiting your needs
For information about our other off-the-shelf e-learning solutions see Course Catalog
  Highlights
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Overview

This e-learning course on 'Financial Planning' is designed to help users plan their finances. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return profile.

After completing this course you will be conversant with :
  • Introduction to Financial Planning
  • Analyzing the Resources of the Person
  • Basic Concepts in Financial Planning
  • Financial Products for Savers
  • Financial Products for Investors
  • The Psychographics and Life Cycle of the Investor
  • Goals and Investment Objectives
  • Tax Planning
  • Building a Model Portfolio

Target Audience
 This course is targeted at

  • Individuals interested in improving their financial planning skills.

    •
    Course Level and Number of Courses
    Basic to intermediate level. Library of 9 Courses

    Instructional Method
    Dynamic, Interactive e-learning

    For purchase,contact us at
    PO Box 910207. CA 92191, USA
    Phone: +1-858-755-8527 Fax: +1-858-755-6973, +1-858-756-8587, E-mail: information@kesdee.com, Website: www.kesdee.com

     
      Library of 9 Courses
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    Financial Planning
    Time taken to complete each Course: One hour

    1. Introduction to Financial Planning

    • What is financial planning?
    • Three steps in financial planning process

    2. Analyzing the resources of the person

    • Elements of the Balance Sheet
    • The Income and Expense Statement
    • The Budget
    • Why is it important to prepare budget carefully?

    3. Basic Concepts in Financial Planning

    • The time value of money
    • Diversification - 'spreading risk'
    • Investment Timing

    4. Financial Products for Savers

    • Saving versus Investment
    • Products options for savers
    • Checking Accounts
    • Savings Account
    • Certificates of Deposit
    • Money Market Mutual Funds
    • Money Market Deposit Accounts
    • U.S. Treasury Bills

    5. Financial Products for Investors

    • Products options for Investors
    • Common Stock
    • Bonds
    • Preferred Stock
    • Mutual Funds
    • Real Estate
    • Commodities
    • Metals, Art and Collectibles

    6. The Psychographics & Life Cycle of the Investor

    • The Five Personalities
    • Using the Five-Way Classification Model
    • Risk/Return Trade-Offs for Investors
    • Risk/Return Position at Various Life Cycle Stages

    7.Goal Achievement, Investment Objectives & Investment Constraints

    • Types of Goals
    • Investment Objectives
    • Liquidity: Real Needs and Perceived Needs

    8. Tax Planning

    • Strategies for reducing federal income tax

    9. Model Portfolio

    • Basics of Portfolio Management
    • Building a Model Portfolio

    JOB AIDS

    • Financial Planning Calculators
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    KESDEE Inc. 6540 Lusk Blvd, Suite C240,San Diego CA 92121, USA
    Phone:     +1-646-330-4506 Fax:     +1-858-756-8587
    E-mail: info@kesdee.com Website: www.kesdee.com