Financial Planning Basics for Individuals
This financial planning basics course covers the overall approach by the individual to the financial planning process. It encompasses the areas of expertise needed by individuals to do the process or to know when they need a professional financial planner. Coverage of the areas of the financial plan is provided through basic discussion of the concepts, theories, and definitions involved in the financial planning process. Guidelines are provided for the individual’s implementation of the financial planning process, from the data gathering, risk management, investment selection, through the implementation of the financial plan, and to periodic reviews.
- Data Gathering and Determining Objectives
- Investing and the Risks Involved
- Other Information Needed
- Determining the Financial Plan and Risk Management
- Kinds of Insurance
- Investment Selection