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

Personal Financial Planning Strategies
( 25 Modules )

Module #1
Introduction to Personal Financial Planning
Overview of the importance of personal financial planning and setting financial goals
Module #2
Understanding Your Financial Situation
Assessing your current financial position and identifying areas for improvement
Module #3
Creating a Budget
Developing a budget that works for you, not against you
Module #4
Managing Debt
Strategies for paying off high-interest debt and creating a debt-free plan
Module #5
Building an Emergency Fund
Why you need an emergency fund and how to build one
Module #6
Investing 101
Introduction to investing, including types of investments and risk management
Module #7
Retirement Planning
Planning for retirement, including types of retirement accounts and strategies
Module #8
Understanding Credit
How credit works, including credit scores and reports
Module #9
Managing Credit Card Debt
Strategies for paying off credit card debt and avoiding it in the future
Module #10
Saving for Major Expenses
Saving for big-ticket items, such as a down payment on a house or a car
Module #11
Understanding Insurance
Types of insurance, including health, life, and disability insurance
Module #12
Estate Planning
Planning for the future, including wills, trusts, and powers of attorney
Module #13
Tax Planning
Strategies for minimizing taxes and maximizing deductions
Module #14
Investing in Real Estate
Introduction to real estate investing, including types of properties and financing options
Module #15
Diversifying Your Investments
Strategies for diversifying your investment portfolio
Module #16
Risk Management
Identifying and managing risks, including market risk and personal risk
Module #17
Long-Term Care Planning
Planning for long-term care, including options and financing strategies
Module #18
Business Owners and Financial Planning
Special considerations for business owners, including retirement planning and exit strategies
Module #19
Education Funding
Saving for education expenses, including 529 plans and other options
Module #20
Wedding and Honeymoon Planning
Planning for the big day, including budgeting and financing options
Module #21
Major Purchases and Financing
Financing options for big-ticket items, such as cars and homes
Module #22
Divorce and Financial Planning
Financial considerations for divorce, including asset division and alimony
Module #23
Inheritance and Financial Planning
Managing inherited wealth, including tax implications and investment strategies
Module #24
Charitable Giving
Strategies for charitable giving, including tax benefits and impact
Module #25
Course Wrap-Up & Conclusion
Planning next steps in Personal Financial Planning Strategies career


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