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WIZAPE
Apprentice Mode
10 Modules / ~100 pages
Wizard Mode
~25 Modules / ~400 pages

Advanced Personal Finance Planning
( 25 Modules )

Module #1
Introduction to Advanced Personal Finance Planning
Overview of the importance of personal finance planning and course objectives
Module #2
Understanding Your Financial Goals
Setting SMART financial goals and prioritizing needs vs. wants
Module #3
Assessing Your Financial Situation
Calculating net worth, cash flow, and debt ratios
Module #4
Budgeting Strategies for Success
Creating a budget that works for you, not against you
Module #5
Managing Debt
Debt snowball method, debt avalanche method, and debt consolidation strategies
Module #6
Building an Emergency Fund
Why you need an emergency fund and how to build one
Module #7
Investing for Beginners
Introduction to investing, stocks, bonds, and ETFs
Module #8
Retirement Planning
Understanding retirement accounts, contribution limits, and investment strategies
Module #9
Understanding Credit Reports and Scores
How to read credit reports, improve credit scores, and maintain good credit habits
Module #10
Advanced Investing Concepts
Diversification, asset allocation, and tax-efficient investing
Module #11
Real Estate Investing
Introduction to real estate investing, types of properties, and financing options
Module #12
Tax Planning Strategies
Minimizing tax liabilities, tax-loss harvesting, and charitable giving
Module #13
Estate Planning Basics
Wills, trusts, probate, and powers of attorney
Module #14
Insurance Planning
Life insurance, disability insurance, and long-term care insurance
Module #15
Business Planning for Entrepreneurs
Financial planning for small business owners and side hustlers
Module #16
Advanced Retirement Strategies
Creating a sustainable income stream in retirement, annuities, and pensions
Module #17
Cryptocurrency and Alternative Investments
Understanding Bitcoin, blockchain, and alternative investment options
Module #18
Philanthropic Giving
Strategic charitable giving, donor-advised funds, and legacy planning
Module #19
Family Financial Planning
Financial planning for families, including college savings and inheritance planning
Module #20
Caring for Aging Parents
Financial planning for caregiving, Medicare, and Medicaid
Module #21
Divorce and Financial Planning
Financial implications of divorce, asset division, and spousal support
Module #22
Financial Planning for Special Needs
Planning for individuals with disabilities, special needs trusts, and government benefits
Module #23
Long-Term Care Planning
Planning for long-term care, including Medicaid, VA benefits, and home care
Module #24
Behavioral Finance and Biases
Understanding cognitive biases and emotional influences on financial decision-making
Module #25
Course Wrap-Up & Conclusion
Planning next steps in Advanced Personal Finance Planning career


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