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Personal Financial Planning |
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COURSE OBJECTIVEThe programme is designed to provide participants with practical tools and techniques for creating financial independence.WHAT YOU WILL COVER FINANCIAL PLANNING FUNDAMENTALS
- Mathematics of Investing
- Life cycle financial planning
- Goal Setting
- Inflation
PRINCIPLES OF MONEY MANAGEMENT
- Statement of net worth
- Budgeting
- Allocation for variable expenses
- Improving your surplus position
- Emergency fund
DEBT MANAGEMENT
- Uses of debt
- Types of loans
- When debt becomes a problem
- Getting out of debt
- Managing credit cards
- Mortgages
- Guidelines to borrowing
RETIREMENT PLANNING
- Challenges facing the aged
- Problem of inflation
- Needs analysis
- Calculating your retirement need
- Sources of income during retirement
- Retirement instruments
WEALTH MANAGEMENT
- Saving and investing
- Risk and Return
- Investment products and vehicles
- Portfolio development
ESTATE PLANNING
- Estate planning fundamentals
- Wills
- Intestacy
- Will substitutes
TARGET GROUPAnyone wishing to take charge of their finances. More:
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Professional Enhancement
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