Program : Financial Planning

Course Name : Financial Planning Process And Risk In Financial Planning

Course Code Course Fee
FINRE X 1316.1 $ 69

This  course is a comprehensive introduction to financial planning, with modules covering compliance, communication, technology and financial planning principles. The services of financial advisers are forecast to grow strongly over the coming years, due as a result of the ageing population and the growth in the superannuation and funds management industries.


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:-

  • Financial Planning Process
  • Investment Risk
  • Return
  • Yield to Maturity
  • Risk and Return of a Portfolio
  • Measuring Portfolio Risk
  • Effect of Diversification on Portfolio Risk and Return

Course Location

Online Vlearn Portal