Certified Online Training

Principles of financial management

Training Highlights

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What placement assistance will you receive?

What will be the training syllabus?

Course Curriculum

Module 1: Financial planning process

Module 2: Financial planning practice and ethics

Module 3: Professional Skills

Module 4: Regulatory, economic and political environments that affect personal financial planning

Module 5: Law and compliance

Module 6: Time value of money

Module 7: Critical thinking

Module 8: Principles of financial management

Module 9: Personal and small business balance sheet (net worth statement)

Module 10: Use and non-use assets

Module 11: Budget preparation and management

Module 12: Savings analysis and strategy

Module 13: Emergency fund

Module 14: Credit and debt management

Module 15: Specific purpose planning

Module 16: Integrated Financial Planning Strategies

Module 17: Synthesis and recommendations

Module 12: Client engagement, communication, and financial planning process

Module 13: Collection and data

Module 14: Attitudes, goals and objectives

Module 15: Issues and problems

Module 16: Analysis

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