Financial Planning​

Participants get an overall scope of financial planning. The essential elements of financial planning such as cash flow management, time value of money and other elements are also included to provide students with the basics before a detailed discussion on each element. Other important aspects related to financial planning such as regulations and technical tools are also included to equip students with a holistic approach to financial planning.

Course Objectives

1.Describe the fundamentals of wealth and financial planning through the six steps of financial planning.

2.Explain pain points in financial planning and objection handling.

3.Apply financial planning techniques on actual life stage goals such as retirement, children education, wealth accumulation.

4.Demonstrate application on regulatory bodies involved in the financial planning industry and their roles to uphold the financial planning profession and the code of conduct.

Who Should Apply

This course is for:

• Leaders and PMETs interested in learning more about financial planning
• Anyone interested in learning more about financial planning.