Introduction to Financial Planning
( 24 Modules )

Module #1
Introduction to Financial Planning
Overview of financial planning, its importance, and the financial planning process

Module #2
Financial Planning Goals and Objectives
Setting realistic financial goals, prioritizing objectives, and understanding the client-planner relationship

Module #3
Understanding Financial Markets and Instruments
Overview of financial markets, instruments, and institutions, including stocks, bonds, and mutual funds

Module #4
Financial Planning Tools and Resources
Introduction to financial planning software, calculators, and other resources

Module #5
Gathering Financial Data
Collecting and organizing financial data, including income, expenses, assets, and liabilities

Module #6
Financial Statement Analysis
Analyzing financial statements, including balance sheets, income statements, and cash flow statements

Module #7
Ratio Analysis and Performance Metrics
Calculating and interpreting financial ratios and performance metrics

Module #8
Understanding Credit Reports and Scores
Interpreting credit reports and scores, and understanding their impact on financial planning

Module #9
Investment Objectives and Strategies
Understanding investment objectives, risk tolerance, and strategies

Module #10
Asset Allocation and Diversification
Understanding asset allocation and diversification techniques

Module #11
Investment Products and Vehicles
Overview of investment products, including stocks, bonds, ETFs, and mutual funds

Module #12
Tax-Efficient Investment Strategies
Minimizing tax liabilities through investment strategies

Module #13
Retirement Planning Fundamentals
Understanding retirement goals, options, and strategies

Module #14
Retirement Income Strategies
Creating sustainable retirement income streams

Module #15
Estate Planning Basics
Understanding wills, trusts, probate, and estate taxes

Module #16
Estate Planning Strategies
Advanced estate planning techniques, including gifting and charitable giving

Module #17
Risk Management Fundamentals
Understanding and assessing risk, and risk management strategies

Module #18
Insurance Planning
Understanding insurance products, including life, disability, and long-term care insurance

Module #19
Liability and Property Insurance
Understanding liability and property insurance, including homeowners and auto insurance

Module #20
Group and Employee Benefits
Understanding group insurance and employee benefits, including health, dental, and vision insurance

Module #21
Business Financial Planning
Understanding financial planning for business owners and entrepreneurs

Module #22
Financial Planning for Special Situations
Planning for special situations, including divorce, inheritance, and sudden wealth

Module #23
International Financial Planning
Understanding financial planning for individuals with international interests and assets

Module #24
Course Wrap-Up & Conclusion
Planning next steps in Introduction to Financial Planning career

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Introduction to Financial Planning ( 24 Modules )

Introduction to Financial Planning
( 24 Modules )