Financial Planning Bundle

Financial planning can be tough to wrap your head around, and even tougher to consistently practice. Still, it’s important for obvious reasons, and professional financial planners can earn an impressive income while helping people keep their finances in order. This course is designed for people who wish to apply for the Associate Financial Planning – Investment Planning examination, which will put you on the path towards a career in financial planning.

• Access 29 lectures & 5 hours of video 24/7
• Learn about financial planning processes, basic financial details, accounting basics & more
• Understand financial analysis & evaluation
• Explore rules of accounting, auditing & taxation, bookkeeping & more
• Discuss debt management & personal financial statement analysis

Having a grip on your own finances, and having a thoughtful investment strategy can completely change your and your family’s future. This broad-reaching overview of personal finance will teach you basic, but crucial financial and investment planning strategies that will make you a much more fiscally responsible person.

• Access 64 lectures & 12 hours of content 24/7
• Learn about the major financial concepts, tools & techniques to make better personal financial decisions
• Gain insight to the management of your financial resources to achieve your desired lifestyle or retirement plan
• Explore investment planning topics
• Discuss mutual fund documentation, fund of funds, asset valuation & more

Dive further into investment planning concepts with this comprehensive, 11 hour course. You’ll build on the financial knowledge foundation you’ve started to build as you explore the most essential topics of investment planning.

• Access 59 lectures & 11 hours of content 24/7
• Learn basics about banking & bank accounts
• Discover valuation of assets & declaration of net asset value
• Discuss fund of funds & mutual fund documentation

Risk is involved in most financial ventures, but it’s most relevant in discussions of insurance. In this course, you’ll use course materials and examples to analyze and assess financial risk, while also learning the core financial and legal tenets of life insurance.

• Access 55 lectures & 10 hours of content 24/7
• Learn the risk associated with financial concepts
• Use practical examples to assess risk & make more informed decisions
• Explore life insurance & the legal principles behind it
• Understand insurable interest & proximate course

It’s not exactly the most exciting thing to think about, but it’s never too early to start planning for your retirement. To live the life you’d like in your post-work years, while still being able to support your family, you need to have a competent retirement plan. Through this quick course, you’ll learn essential financial strategies that will help you save responsibly for your golden years.

• Access 16 lectures & 3 hours of content 24/7
• Understand how to use tools & techniques to formulate the best retirement program possible
• Make well-informed decisions about retirement planning & employee benefits available to you
• Explore the benefits you may avail once you are doing w/ training

Taxes. Love ’em or hate ’em, you’ve gotta pay ’em. The best way to take the burden off of taxation, and manage your entire financial estate, is to have a plan. This massive course will take you through the entire process of tax and estate planning so you can get your affairs perfectly in order.

• Access 84 lectures & 15 hours of content 24/7
• Learn how to legally reduce your tax burden by planning effectively
• Study how to create a good estate plan that will avoid legal complications after death
• Preserve, protect & manage your assets
• Understand the basics of banking, types of accounts & what a cheque is