Financial Planning Academy

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People enlist the help of a financial planner because of the complexity of understanding and making decisions with insurance, savings and investment products, understanding how each financial decision could affect the other areas of their personal finance, and provide comfort by guiding a person to adapt more easily to changes in financial decisions in order to feel more secure. Financial planning should therefore cover all aspects of a client’s financial needs and result in the achievement of the client’s financial goals.

The Finance 3.0 Financial Planning program is a library of 9 courses designed to help you learn or refresh on the fundamentals of financial planning. A step-by-step walk through of core financial planning concepts, financial products and investment need analysis techniques are covered, providing a comprehensive and practical understanding of how to create a financial plan, develop a strategy targeted to a client’s specific life situation, and help facilitate a client to meet his or her specific financial goals.

The Finance 3.0 Financial Planning program has been approved for 9 continuing education credits by the Certified Financial Planner Board of Standards, Inc. (CFP Board). The CFP Board’s C.E credit approval does not indicate an endorsement of any kind.

The 9 courses covered in the Finance 3.0 Financial Planning program are:

1. Introduction to Financial Planning

• The meaning and process of financial planning
• Basic steps in financial planning

2. Analyzing the Resources of the Person

• Construction of personal financial statements as a tool for measuring personal wealth
• The importance of budgeting
• Evaluation of financial strength by using various ratios

3. Basic Concepts in Financial Planning

• The concept of time value of money
• Need for diversified investment
• Investment strategies

4. Financial Products for Savers

• Differences between saving and investment
• Product choices available for saving

5. Financial Products for Investors

• Product choice available for investment
• Features of various investment products
• Difference between various investment products

6. The Psychographics and Life Cycle of the Investor

• The various individual investor types
• How they are likely to carry out their financial programs
• Various stages in an individual’s life cycle
• How individuals are likely to carry out their financial programs in these stages

7. Goals and Investment Objectives

• How individuals rationally approach various types of goals
• The broad investment objectives and how they influence the investment product choices

8. Tax Planning

This course provides an understanding of legal strategies that can be used to reduce federal income taxes such as:

• Tax-Deferred Retirement Plans
• Flexible Spending Account
• Home Equity Loan
• Tax-Exempt Bonds or Mutual Funds

9. Building a Model Portfolio

• Building a model portfolio for an individual
• Portfolio Allocation Scoring System (PASS)
• Portfolio Management
• The Markowitz Portfolio Selection Model

Enrollment into the Finance 3.0 Financial Planning program also provides access to a comprehensive suite of financial planning measurement tools, ensuring that you have immediate access to the financial analytical tools and calculators that help you perform your financial planning job better.

The Finance 3.0 Financial Planning Academy has been approved for 9 continuing education credits by the Certified Financial Planner Board of Standards, Inc. (CFP Board). The CFP Board’s C.E credit approval does not indicate an endorsement of any kind.

$100 – 12 Month Program – Enroll Now

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