Introduction to Personal Financial Planning
- Offered byFutureLearn
Introduction to Personal Financial Planning at FutureLearn Overview
Introduction to Personal Financial Planning
at FutureLearn
Duration | 4 weeks |
Total fee | ₹2,763 |
Mode of learning | Online |
Credential | Certificate |
Introduction to Personal Financial Planning
Table of content
- Overview
- Highlights
- Course Details
- Curriculum
Introduction to Personal Financial Planning at FutureLearn Highlights
Introduction to Personal Financial Planning
at FutureLearn
- Earn a certificate upon completion
Introduction to Personal Financial Planning at FutureLearn Course details
Introduction to Personal Financial Planning
at FutureLearn
Skills you will learn
More about this course
- On this four-week course from the Chartered Insurance Institute, you’ll learn about the various financial concepts and explore financial planning throughout the various stages of life
- You’ll examine the potential life stages that people go through and the different financial products and objectives that might be used in each stage
- You’ll also explore the various types of financial protection available and how they work
- This course will guide you through the key differences between savings and investments, how different products and assets work, the risks involved with each, and how a financial adviser can help
- During the final week of this course, you’ll learn about estate planning and retirement planning, from income strategies and tax planning to pension options and the challenges of retirement planning
Introduction to Personal Financial Planning at FutureLearn Curriculum
Introduction to Personal Financial Planning
at FutureLearn
What is personal financial planning?
The financial services industry
Financial planning and financial advice
People, the planning process and protection
The individual and financial planning
Financial protection
Things to note about protection
Planning for the future
Saving and investment
Things to think about when saving or investing
Into old age and beyond
Retirement planning
Providing for retirement
Estate planning
Introduction to Personal Financial Planning - The End
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