Financial Planning Tutorials

BY
Udemy

Learn the fundamentals and advanced concepts of financial planning in preparation for the CFP and PFP exams.

Mode

Online

Fees

₹ 449 2499

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

EduFinWizards Edu, an online education platform for improved learning experiences, established the Financial Planning Tutorials online certification, which is offered by Udemy and is meant for individuals who want to study the key functionalities and principles involved with financial planning. Financial Planning Tutorials online course by Udemy would be helpful for individuals who are taking personal financial planning training or individuals working as professional financial planners in the financial services industry in countries like Canada.

Financial Planning Tutorials online classes include more than 53 hours of prerecorded resources which a range of topics related to finance like budgeting, taxes, borrowing, investment, mortgages, risk management, family law, wills, insurances, retirement planning, and more. By the end of the course, individuals will have also acquired knowledge of the six steps of financial planning in Canada.

The highlights

  • Certificate of completion
  • Self-paced course
  • 53 hours of pre-recorded video content
  • Learning resources

Program offerings

  • Online course
  • Learning resources. 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 449  ₹2,499
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

Risk management

After completing the Financial Planning Tutorials certification course, individuals will gain knowledge of financial fundamentals and have a better understanding of the financial planning process. Individuals will explore the significance of the financial service industry in the global economy. Individuals will learn about budgeting, borrowing, investment, taxes, and tax planning, among other topics. Individuals will also get knowledge of risk management, life insurance, mortgages, and estate planning principles, as well as family law to deal with wills.

The syllabus

Portfolio Management

  • Asset allocation
  • Asset allocation Investment options
  • Portfolio Management Basics
  • Portfolio Management Process
  • Registered accounts in canada - RRSP , RESP ,TFSA ,RESP

Introduction to Financial Planning

  • Introduction to the course
  • Introduction to finanancial planning
  • Time value of money
  • Money management
  • Tax planning
  • The banking services of financial Institutions
  • Introduction to consumer Credit
  • Choosing a source of credit - The cost of credit alternatives
  • The finances of housing
  • Home and automobile insurance
  • Life , health and disability insurance
  • Fundamentals of investing
  • Investing in Bonds
  • Investing in stocks
  • Investing in mutual funds
  • Retirement Planning
  • Estate planning

Investment planning

  • Fixed Income securities features and types
  • Fixed Income securities pricing and trading -1
  • Fixed Income securities pricing and trading -2
  • Equity Securities and Preferred Shares
  • Equity Securities Transactions
  • Listing of securities
  • Fundamental and Technical analysis
  • Company analysis
  • Introduction to portfolio approach
  • The portfolio manangement process
  • Mutual fund stucture and regulations
  • Mutual fund types and features
  • Exchange traded funds
  • Other mananged products
  • Structured products
  • Taxation of Investment Income
  • Fee based accounts
  • Working with retail clinet
  • Working with Institutional clients

Investment Planning

  • Introduction to Equity
  • Basics of Equity
  • Equity -Primanry market operations
  • Equity - Secondary markets
  • Analysis of stocks
  • Stock Analysis basics
  • Economic Analysis

Application of Investment principles

  • RRSP Calculation example
  • TFSA calculation
  • Non registered account calculation
  • RESP Calculation
  • ETF VS Mutual fund
  • Core and satellite portfolio
  • Tech Investing
  • ETF Investing
  • Financial planning tips
  • Forward P/E
  • Cryptos - Bitcoin

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