Financial Planning Begins Now

Objective

Learn how to build a financial plan using savings, insurance and investments to achieve your goals. Assess your financial position through analysis of your cashflow, net worth and financial ratios.

Course Outline

• Setting S.M.A.R.T. financial goals
• Assessing your financial fitness
• Consider the components of financial plans
• Considerations when implementing your financial plan
• Monitoring and reviewing your financial plan

Who Should Attend

Those who want to have an overview of the financial planning process wish to learn how to assess their financial fitness.

Other Language

Mandarin

To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.


If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.