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Financial Planning

Financial Planning

Financial Planning

Course Description

Module 1: Introduction to Financial Planning

Definition & Importance of Financial Planning
Understanding Personal & Corporate Finance
Financial Planning Process & Framework
Setting SMART Financial Goals

Module 2: Budgeting and Cash Flow Management

Creating & Managing a Personal/Business Budget
Income vs. Expenses: Tracking & Managing Cash Flow
Strategies for Reducing Debt and Improving Savings
Tools & Software for Budgeting (e.g., Excel, Mint, YNAB)

Module 3: Investment Planning

Introduction to Financial Markets & Investment Options
Stocks, Bonds, Mutual Funds, ETFs, Real Estate, Commodities
Risk vs. Return Analysis
Diversification & Portfolio Management
Understanding Market Trends & Economic Indicators

Module 4: Risk Management & Insurance Planning

Identifying Financial Risks
Life, Health, Property, and Liability Insurance
Retirement & Long-Term Care Planning
Estate Planning & Tax Implications

Module 5: Retirement Planning

Planning for Financial Independence
401(k), IRA, Pension Plans & Annuities
Retirement Income Strategies
Social Security & Medicare Considerations

Module 6: Tax Planning Strategies

Understanding Income Tax, Capital Gains Tax, & Inheritance Tax
Tax-Saving Strategies for Individuals & Businesses
Tax-Efficient Investing & Asset Allocation
Business Tax Deductions & Credits

Module 7: Financial Decision Making & Wealth Management

Behavioral Finance & Decision-Making Biases
Managing Loans & Credit Scores
Advanced Wealth-Building Strategies
Understanding the Role of a Financial Planner/Advisor

Module 8: Estate Planning & Wealth Transfer

Wills & Trusts
Power of Attorney & Beneficiary Designations
Charitable Giving & Legacy Planning
Avoiding Probate & Minimizing Estate Taxes

Course Syllabus

1: Introduction to Financial Planning

2: Budgeting and Cash Flow Management

3: Investment Planning

4: Risk Management & Insurance Planning

5: Retirement Planning

6: Tax Planning Strategies

7: Financial Decision Making & Wealth Management

8: Estate Planning & Wealth Transfer

Duration: 3 Months

(6 Reviews)

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