Program : Financial Planning

Course Name : Introduction To Financial Planning

Course Code Course Fee
FINRE X 1314.1 $ 69

Introduction of Financial Planning introduces students to the financial planning process and to the technical skills a competent financial planner must possess in order to serve his or her clients successfully. Learn how to process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan, including implementing, monitoring, and reviewing the plan.


Course Format

This is hand-on course. We apply a powerful learning cycle of short lecture, self learning material, specialized dictionaries, and eBooks. To enhance ones personality IT simulations and Power Point presentations are conducted. Self Assessment tests, Online Assessments and Online Exams are there to test student’s knowledge and skills. This course covers:-

  • Investment and Financial Planning
  • Various Investment Avenues
  • Financial Planning Tools
  • Stages of Wealth Cycle
  • Principles of Financial Planning
  • Financial Planners
  • Personal Finances

Course Location

Online Vlearn Portal