What does the Financial Planning Mastery course cover?
Financial Planning Mastery is covered here in 10 modules: Financial Planning Fundamentals: Assessing financial risk, Creating a financial plan, Budgeting and Cash Flow Management: Creating a budget, Managing cash flow, Investing and Wealth Creation: Types of investments, Assessing investment risk and 7 more. The outline lists 40 specific topics, opening with defining financial planning and closing with financial planning for special needs.
How do you approach Financial Planning Mastery step by step?
The work is sequenced in 10 stages. It starts with Financial Planning Fundamentals: Assessing financial risk, Creating a financial plan, moves through Budgeting and Cash Flow Management: Creating a budget, Managing cash flow and Investing and Wealth Creation: Types of investments, Assessing investment risk, and ends at Financial Planning for Special Situations: Financial planning for divorce.
What is in Module 1 of the Financial Planning Mastery course?
Module 1 is Financial Planning Fundamentals: Assessing financial risk, Creating a financial plan. It works through defining financial planning, understanding financial goals, assessing financial risk and 1 more. It sets the vocabulary the remaining 9 modules build on.
How is the Financial Planning Mastery course delivered?
The Financial Planning Mastery course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Financial Planning Mastery course cost?
The Financial Planning Mastery course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Financial Risk Management Mastery, Cash Flow Management Mastery, Treasury Management Mastery, Outsourcing CFO Mastery.
More answers: what you get with every course, refund policy, all help answers.
Comprehensive Financial Planning Mastery: A Step-by-Step Guide
This comprehensive course is designed to provide participants with a thorough understanding of financial planning, from the fundamentals to advanced strategies. Upon completion, participants will receive a certificate issued by The Art of Service.Course Features
- Interactive: Engage with instructors and peers through discussions and activities.
- Engaging: Learn through real-world examples, case studies, and hands-on projects.
- Comprehensive: Cover all aspects of financial planning, from budgeting to investing.
- Personalized: Receive feedback and guidance from expert instructors.
- Up-to-date: Stay current with the latest developments in the field.
- Practical: Apply theoretical knowledge to real-world scenarios.
- Real-world applications: Learn from experienced professionals in the field.
- High-quality content: Access a wealth of resources, including videos, readings, and quizzes.
- Expert instructors: Learn from experienced professionals with a proven track record.
- Certification: Receive a certificate upon completion, issued by The Art of Service.
- Flexible learning: Access course materials at any time, from any device.
- User-friendly: Navigate the course platform with ease.
- Mobile-accessible: Learn on-the-go, from any device.
- Community-driven: Connect with peers and instructors through online discussions.
- Actionable insights: Apply theoretical knowledge to real-world scenarios.
- Hands-on projects: Develop practical skills through real-world applications.
- Bite-sized lessons: Learn in manageable chunks, at your own pace.
- Lifetime access: Access course materials forever, even after completion.
- Gamification: Engage with the course through interactive activities and quizzes.
- Progress tracking: Monitor your progress, every step of the way.
Course Outline
Module 1. Financial Planning Fundamentals: Assessing financial risk, Creating a financial plan
- Defining financial planning
- Understanding financial goals
- Assessing financial risk
- Creating a financial plan
Module 2. Budgeting and Cash Flow Management: Creating a budget, Managing cash flow
- Understanding budgeting concepts
- Creating a budget
- Managing cash flow
- Using budgeting software
Module 3. Investing and Wealth Creation: Types of investments, Assessing investment risk
- Understanding investing concepts
- Types of investments
- Assessing investment risk
- Creating an investment portfolio
Module 4. Retirement Planning: Assessing retirement needs, Creating a retirement plan
- Understanding retirement planning concepts
- Assessing retirement needs
- Creating a retirement plan
- Using retirement planning software
Module 5: Estate Planning
- Understanding estate planning concepts
- Creating a will
- Establishing trusts
- Using estate planning software
Module 6. Tax Planning: Minimizing tax liability, Staying current with tax law changes
- Understanding tax planning concepts
- Minimizing tax liability
- Using tax planning software
- Staying current with tax law changes
Module 7. Insurance Planning: Types of insurance, Assessing insurance needs
- Understanding insurance planning concepts
- Types of insurance
- Assessing insurance needs
- Using insurance planning software
Module 8. Employee Benefits Planning: Types of employee benefits, Assessing employee benefits needs
- Understanding employee benefits planning concepts
- Types of employee benefits
- Assessing employee benefits needs
- Using employee benefits planning software
Module 9. Business Planning: Assessing business risk, Creating a business plan
- Understanding business planning concepts
- Creating a business plan
- Assessing business risk
- Using business planning software
Module 10. Financial Planning for Special Situations: Financial planning for divorce
- Financial planning for divorce
- Financial planning for retirement
- Financial planning for business owners
- Financial planning for special needs