Financial Planning and Wealth Management Training

 
  • Price: US$ 100.00
  • Publisher: Kesdee
  • Number of modules: 9
  • Length: 9-18 hours
  • Language: English
  • Subscription: 12 months
whats-included

Courses on Tax Planning, Portfolio Modeling, Budgeting, Diversification and other Financial Planning Subjects

 

Are you interested in working in wealth management or financial planning?  We'll give you everything you need to develop your career as a financial planner and advisor.

This e-learning course will help you plan finances for yourself or your client. You will learn all the basic concepts of financial planning, goal setting, and maximizing assets.  Lean advanced investing strategies, including how to use instruments suitable for both savers and investors.  Also covered are the types of investor personalities and profiles along with the various stages in the life cycle of an investor.  You will also learn how to reduce an investor's tax burden. Finally, you will get the tools to build a model portfolio that suits your risk and return profile.

With this course, you will learn:

  • Analyzing the Resources of the Individual
  • Basic Concepts in Financial Planning
  • Financial Products for Savers
  • Financial Products for Investors
  • Investor Psychographics and Life Cycle
  • Goals and Investment Objectives
  • Tax Planning
  • How to Build a Model Portfolio

 

 

The Financial Planning and Wealth Management Course is Made up of 9 modules of 1 - 2 hours each.



1. Introduction to Financial Planning

  • What is financial planning?
  • Three steps of the financial planning process

2. Analyzing the Investor's Resources

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

3. Basic Concepts in Financial Planning

  • Time Value of Money
  • Diversification — ‘spreading risk’
  • Investment Timing

4. Financial Products for Savers

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

5. Financial Products for Investors

  • Product 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 Investor 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 tax

9. Model Portfolio

  • Basics of Portfolio Management
  • Building a Model Portfolio