Personal Financial PlanningSchool/Trainer:Albuquerque, Chicago, Oak Brook, Romeoville, United States
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This course introduces the tools and strategies of personal financial planning. Topics include goal setting, savings, investments, insurance, taxation, budgeting and financing.
This course will cover topics related to personal financial planning fundamentals, professional standards in the financial planning industry and comprehensive practices in risk and retirement planning. Material in this course focuses on curriculum requirements set out by the Financial Planning Standards Council. It is one of four courses at Camosun which when completed qualify a student to sit...
In recent years, the interactions of the specialist fields of personal taxation, insurance, investing, mortgages, retirement planning, estate planning and family law have given rise to the field of comprehensive financial planning. Financial planners seek to take a broad view of these issues, integrating them across a client’s life to create a plan that takes into account both short-term and lo...
Topics covered include legal, economic, cash flow, tax, investment and insurance ramifications of life and death. Emphasizes tools and techniques necessary to maximize benefits generated from net worth, cash flow and employment and minimize the loss resulting from unforeseen contingencies, death and retirement. Students participate in class discussions and are required to submit a written finan...
By the end of this course, students will have demonstrated the ability to compare financial products and strategies using what-if scenarios, based on an understanding of the purchaser¿s needs and concerns. Learning Outcomes To achieve the critical performance, students will have demonstrated the ability to: 1. Examine the key ratios and type of classification used on a net ...
Emphasizes the development of personal financial management knowledge by applying the techniques and perspectives of financial planning professionals. Examines the various aspects of financial planning, exploring how individual characteristics, such as age and economic circumstances, as well as the macroeconomy, impact decisions. Offers students an opportunity to develop a financial plan and id...
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Personal Financial Planning