FIN 013- Personal Financial Planning

Name: FIN 013- Personal Financial Planning
SKU: 7502
Availability: InStock

Teachers

Saiful Basyah

Category:

Finance/ Finance & Account/ In-House Programs/ Popular InHouse Programs/

Price

Duration: 2 Days

Lectures: In House

Certificate of Completion

Introduction

This course is a general overview of a variety of personal finance topics – including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes. Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future.

Objectives

This program aims to:

Highlights the different stages and processes involved in personal financial planning.
Recognize issues and concerns regarding personal financial planning.
As a platform to achieve financial freedom.

Targeted Participants

Individual who wants to manage their financial

Course's Content

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Day One

Module 1: Understanding Financial Planning

seminar

This module will cover the basics and life cycle of financial planning. The importance of being intentional with your finances and the underlying forces impacting your current relationship with money is emphasized in this module.

Module 2: Analyzing Financial Statement

practice

This module will help participants assess their current financial situation by detailing their cash flow, net worth, asset, liability, and debt. Strategies to improve credit scores will also be shared in this module. There will be activities on calculating cash flows and identifying assets and liabilities.

Module 3: Making an Investment

practice

In this module, participants will learn about the types of investment and the importance to understand their risk profiles before making an investment decision. Asset allocation strategies will also be shared in this module.

Module 4: Managing Your Risk

practice

In this module, participants will understand risks that can affect their income. Useful strategies to protect their income will also be shared. The importance of having different coverages as a key component of their wealth-building strategy will also be discussed.

Day Two

Module 5: Tax 101

practice

In this module, participants will learn about the different types of taxes and what are the common tax offenses that people always committed. Methods to reduce tax will be shared and the difference between tax rebate and relief will be discussed in this module.

Module 6: Estate Planning (Will & Trust Planning)

practice

In this module, participants will learn how to prepare for the smooth transfer of a person’s assets to the intended beneficiaries when he or she is no longer around. The benefits of having a will or trust will be emphasized in this module.

Module 7: Planning and Budgeting for You Future

seminar

This module will identify different budgeting strategies, financial goals, and how to ensure your money is working towards those priorities. SMART Financial Goals will be shared in this module. There will be activities on building your budget and identifying your financial goals.

Program Conclusion

seminar

In this module, participants will do an action plan and committed to make a positive change from what they have learned during the program towards an effective personal finance. There will be also a summary about the 2-day program.

About Instructors

Saiful Basyah

Financial Planning & Investment

- Financial Planning - Investment - Motivation - Public Speaking - Customer Service

Price

Duration: 2 Days

Lectures: In House

Certificate of Completion