Step By Step Guide To Financial Planning Course
| Explanation | 9.1 |
|---|---|
| Videos | 9.6 |
| Study Materials | 9.1 |
| Practice Tests | 9.5 |
The students will benefit from this course in the following ways:
- Become aware of the importance of financial planning
- in order to fulfill their financial goals
- Become familiar with the process of goal planning
A “Certificate of Completion” will be given to students who have successfully completed the course.
₹531.00
Description
Intoduction –
We all have dreams in life, whether it’s to own a dream home, a dream car, send our children to an elite school, marry them, travel abroad for pleasure, or retire. According to personal finance, all of these goals have a monetary value, as well as emotions.
For your dreams to become a reality, effective planning is absolutely necessary. Using current known variables to predict future income, asset values, and withdrawal plans, a financial plan analyzes an individual’s current and future financial standing.
Through this well-designed course, students will learn how to create a Financial Plan.
Course Highlights
- 7 Videos
- 40 mins(approx) of Content
- 5+ Supplementary Study Materials
- Full Length Test
Objectives Of This Courses
The participants of this programme will be able to:
- Learn about the importance of financial planning
- Prepare a personal financial plan
- Learn how to set goals
Benefits In This Course
The students will benefit from this course in the following ways:
- Become aware of the importance of financial planning
- in order to fulfill their financial goals
- Become familiar with the process of goal planning
A “Certificate of Completion” will be given to students who have successfully completed the course.
Topics Covered In This Course
- Importance of Financial Planning – Steps to create a financial plan
- Understanding your current financial status – Cash Flow Statement
- Understanding your current financial status – Net Worth Statement
- How to become Rich – Define your Financial Goals
- Choosing the right Investment option for our financial goals
- Converting our financial goals to a financial plan
- Cost of Delay in Investing | Consequence of Delay
Who Can Enroll In This Course?
- Financial Planners
- Financial Distributors and Advisors
- All Investors
Examination For Certificate of Completion
After successful completion of the course, the students will need to appear for an online examination , hosted on the website of www.elearnmarkets.com.
Procedure:
- The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
- Once the student successfully clears the examination, the certificate of completition will be genrated.
Other Details:
- Duration: 1.5 Hours
- Pattern of Questions: Multiple Choice Questions
- Qualifying Marks: 40% . No negative marking for this course.
Procedure for download of Certificate:
After successful completition of the examination , students can download soft copy of the certificate from the webiste: www.elearnmarkets.com itslef.
To download the Certificate , follow the following steps:
- Login to www.elearnmarkets.com
- Go to My-Courses Tab
- Click on the Get Certificate Tab and download the certificate
- Become aware of the importance of financial planning
- in order to fulfill their financial goals
- Become familiar with the process of goal planning
Additional information
Specification: Step By Step Guide To Financial Planning Course
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