Personal Financial Planning

Welcome to the Personal Financial Planning training course. In this course, you will develop the skills and knowledge necessary to create an effective financial plan that meets your individual needs. Our goal is to provide you with the tools and resources needed to take control of your finances and begin planning for a bright financial future. During this course, you will gain an understanding of key topics such as budgeting, saving, investments, retirement planning, debt management and credit scores. You will also learn about essential elements like taxes, estate planning and insurance protection. With this information in hand, you’ll be able to make informed decisions about how best to manage your personal finances. By the end of the program, you should have a comprehensive action plan outlining how best to reach your personal financial objectives. We look forward to helping you along on your journey towards greater financial security!

Objectives 

1. Introduce participants to the basics of personal financial planning and budgeting 
2. Explain how to analyse expenses and create a budget that fits individual needs 
3. Analyse sources of income, investments, debts, and other financial obligations 
4. Describe how to set short-term and long-term financial goals and create a plan for attaining them 
5. Discuss important concepts related to taxes, asset protection, retirement planning, insurance coverage, risk management, debt consolidation and debt management tools 
6. Develop the skills required for making sound decisions about investments in stocks and bonds 
7. Identify key strategies for managing one’s spending habits