Financial Planning Courses

1. CFA® Level 1 (2022) - Complete Portfolio Management

CFA® Level 1 (2022) - Complete Portfolio Management

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes
Content:
- Calculate and interpret portfolio standard deviation
- Understand the theory behind investor's optimal portfolio
- Differentiate between capital allocation line (CAL) and capital market line (CAL)

2. The Ultimate Stock Trading Course- Technical Analysis (NISM)

The Ultimate Stock Trading Course- Technical Analysis (NISM)

Understand how to do Technical Analysis on stocks & Option Trading strategies to make profit.
Content:
- Participants of Indian Stock market & their functions.
- Technical analysis & Price movements of stocks.
- How to read Candle Chart Diagram.

3. Tax Strategy: Financial Planning for Beginners

Tax Strategy: Financial Planning for Beginners

Guide to Financial Planning, Investment Vehicles, Wealth Creation Strategies through a Tax Lense
Content:
- Generate passive income
- Identify investments with the best return on tax savings and earnings potential
- Understand loopholes of the tax system

4. Financial Planning & Analysis: Building a Company's Budget

Financial Planning & Analysis: Building a Company's Budget

Learn the Fundamentals of Financial Planning and Position Your Career for Success!
Content:
- Prepare a Company's Budget from Scratch
- Learn to differentiate between Top-Down and Bottom-up Techniques
- Prepare the Revenue Budget of a Company

5. Financial Planning Coaching Certification Holistic Coaching

Financial Planning Coaching Certification Holistic Coaching

Financial Planning Coaching Training Level 2 Accredited Certification Holistic Financial Planning Coaching Directory
Content:
- ✅January 2022 Updated + Level 2 Certification Bonus $1791 We Cover (Read Description) Work as a Coach while Training with Level 2 Coaching Practicums.
- ✅Financial Planning Assessment
- Done-For-You Financial Planning Coaching Sessions Plus a Plan to Enroll Clients & Run Financial Planning Coaching Sessions.
- ✅Financial Planning Coaching Training using Proprietary Holistic System Designed to Guide you to Fearlessly and Confidently Coach Anyone Starting Today.

6. Four Fundamentals of Financial Planning

Four Fundamentals of Financial Planning

Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success
Content:
- Plan for lucrative opportunities
- Plan for unexpected emergencies
- Understand the power of Compound Interest

7. Financial planning for Indians

Financial planning for Indians

Manage your money better
Content:
- Calculate your net worth.
- Create a monthly budget.
- Create a personal savings plan.

8. Financial Planning & Management: Finance Strategies & Tools

Financial Planning & Management: Finance Strategies & Tools

Learn financial planning & management strategies. Finance fundamentals. Finance basics. Personal finance. Finance tools
Content:
- Understand the concept of financial planning
- Learn the financial planning process
- Learn the steps of the financial planning process

9. Financial Planning Tutorials

Financial Planning Tutorials

Course covers topics that are important for Certified Financial planner(CFP) and Personal Financial Planner (PFP®) exams
Content:
- In this course we would be covering topics like
- Advising in the Financial Services Industry
- The Financial Planning Process

10. Personal Capital Free Financial Planner Application

Personal Capital Free Financial Planner Application

Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools
Content:
- What the Personal Capital Software is and how it can be used
- How Personal Capital Software compares to other accounting and financial management software
- How to access and set up the free software

11. Financial Awareness for students and professionals

Financial Awareness for students and professionals

Decoding financial instruments for high school students, programmers, freelancers, designers and people of all ages!
Content:
- Financial Awareness
- Portfolio management
- Financial education

12. A 3-Step Strategy to Start Organizing Your Business Finances

A 3-Step Strategy to Start Organizing Your Business Finances

The Secure Entrepreneur's Guide to Stabilizing Your Small Business Finances and Building a Sustainable Foundation
Content:
- Take Charge of Cash Flow with an easy-to-implement solution
- Cover Business Expenses and pay yourself with a proven system
- Organize Your Bank Accounts to better control money flow

13. CWM Chartered Wealth Manager ® Certification Skills Course

CWM Chartered Wealth Manager ® Certification Skills Course

CWM Wealth Management Certification Skills Course - Certified Wealth Manager
Content:
- Wealth Management including: Investing
- Economics
- Taxation
- Estate Planning
- Banking
- Financial Planning and Retirement
- Those who complete the course will be eligible for Certification if Pre-Qualified with Qualifying PhD or Masters Degree
- This is a SKILLS course and does not replace the Certification Program for CWM. This is a skills course and counts for annual CE Continuing Education for CWM Ho

14. Be Money smart and do your own Financial Planning

Be Money smart and do your own Financial Planning

Simplifying investment options, insurance options, tax saving options
Content:
- Money management
- investing
- insurance
- financial planning
- saving

15. Financial Advisor Training: Fact Finding Mastery

Financial Advisor Training: Fact Finding Mastery

Make Your Clients Feel Excited & Motivated To Move Forward And Create A Long-Term Partnership With You And Your Practice
Content:
- Seal the Fact-Finding Deal
- Prepare to Be Your Best
- Set the Stage to Be Grounded

16. Create a Cash Flow Projection With a 12-Month Template

Create a Cash Flow Projection With a 12-Month Template

Learn how to create a projection with a basic template for Excel/Google Sheets. I show you step-by-step.
Content:
- Use a template supplied in this course to create a cash flow projection.