Financial Planning Tutorials
Financial Planning Tutorials, available at $59.99, has an average rating of 3.7, with 97 lectures, based on 75 reviews, and has 602 subscribers.
You will learn about In this course we would be covering topics like Advising in the Financial Services Industry The Financial Planning Process Budgeting and Borrowing Taxes, Investments, Retirement and Wills Risk Management and Life Insurance Financial Planning in Canada /The Six Steps of the Financial Planning Process Financial Planning and Mortgages Investment and Tax Planning /Retirement Planning and Insurance Estate Planning & Family Law / Financial Planning for Small Business This course is ideal for individuals who are Aspiring financial planning professionals and people working in banking / financial services or Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI or Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP) or Students studying financial planning in grad / under grad It is particularly useful for Aspiring financial planning professionals and people working in banking / financial services or Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI or Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP) or Students studying financial planning in grad / under grad.
Enroll now: Financial Planning Tutorials
Summary
Title: Financial Planning Tutorials
Price: $59.99
Average Rating: 3.7
Number of Lectures: 97
Number of Published Lectures: 97
Number of Curriculum Items: 97
Number of Published Curriculum Objects: 97
Original Price: CA$99.99
Quality Status: approved
Status: Live
What You Will Learn
- In this course we would be covering topics like
- Advising in the Financial Services Industry
- The Financial Planning Process
- Budgeting and Borrowing
- Taxes, Investments, Retirement and Wills
- Risk Management and Life Insurance
- Financial Planning in Canada /The Six Steps of the Financial Planning Process
- Financial Planning and Mortgages
- Investment and Tax Planning /Retirement Planning and Insurance
- Estate Planning & Family Law / Financial Planning for Small Business
Who Should Attend
- Aspiring financial planning professionals and people working in banking / financial services
- Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
- Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
- Students studying financial planning in grad / under grad
Target Audiences
- Aspiring financial planning professionals and people working in banking / financial services
- Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
- Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
- Students studying financial planning in grad / under grad
This course provides a through understanding of Financial Planning . It has over 31 hours of video lectures to guide you .
We would be covering topics like :
-
Advising in the Financial Services Industry
-
The Financial Planning Process
-
Budgeting and Borrowing
-
Taxes, Investments, Retirement and Wills
-
Risk Management and Life Insurance
-
Financial Planning in Canada
-
The Six Steps of the Financial Planning Process
-
Net Worth Planning and General Strategies to Manage Credit
-
Financial Planning and Mortgages
-
Investment and Tax Planning
-
Retirement Planning and Insurance
-
Estate Planning & Family Law
-
Financial Planning for Small Business
In this course we would be covering topics that are tested in different exams like
1. Financial Planning I (FP I) course conducted by Canadian Securities Institute (CSI)
2. Financial Planning II (FPII) course conducted by Canadian Securities Institute (CSI)
3. Applied Financial Planning (AFP) Certification Examination conducted by Canadian Securities Institute (CSI)
4. Certified Financial planning (CFP) certification examination conducted by Financial Planning Standards Council
This course would also be helpful if you are taking personal financial planning course in your under graduation or graduation or you are working in financial services industry in Canada
You will also learn about the Canadian securities industry and the regulatory environment, market and economic events impacting investment performance, and to analyze corporate financial statements. We will undertake an investigation of financial instruments such as fixed income, equities, managed products and structured products. Fee based accounts and derivatives are also included in this course.
Course Curriculum
Chapter 1: Portfolio Management and Investing in Canada
Lecture 1: Asset allocation
Lecture 2: Asset allocation Investment options
Lecture 3: Portfolio Management Basics
Lecture 4: Portfolio Management Process
Lecture 5: FIRE strategy
Lecture 6: RRSP
Lecture 7: TFSA
Lecture 8: FHSA
Lecture 9: RESP
Lecture 10: Margin Account
Lecture 11: Investment Account
Lecture 12: Investment options
Lecture 13: How to invest in your 20s
Lecture 14: How to invest in your 30s
Lecture 15: Investment Goal matching
Lecture 16: How to improve your credit scores
Lecture 17: How to become debt free
Lecture 18: Debt Management Live class
Lecture 19: Real Estate Investing : Ways of Investing in Real estate
Lecture 20: Real Estate Investing : Benefits of Investing in Real estate
Lecture 21: Factors impacting real estate
Lecture 22: Real Estate Investing : Mortgage Strategies
Lecture 23: Real Estate Investing : Checklist for Buying
Lecture 24: Real Estate Investing : Checklist for selling
Lecture 25: Real Estate Investing : Assessing Home Equity
Lecture 26: REITs in Canada
Lecture 27: Real Estate live class
Lecture 28: ETFs in canada
Lecture 29: Must have ETF in your portfolio
Lecture 30: Stocks for the long run
Lecture 31: Links to all courses
Chapter 2: Introduction to Financial Planning
Lecture 1: Introduction to the course
Lecture 2: Introduction to finanancial planning
Lecture 3: Time value of money
Lecture 4: Money management
Lecture 5: Money Management live class
Lecture 6: Tax planning
Lecture 7: The banking services of financial Institutions
Lecture 8: Introduction to consumer Credit
Lecture 9: Choosing a source of credit – The cost of credit alternatives
Lecture 10: The finances of housing
Lecture 11: Home and automobile insurance
Lecture 12: Home and Auto live lecture
Lecture 13: Life , health and disability insurance
Lecture 14: Life Insurance Live lecture
Lecture 15: Fundamentals of investing
Lecture 16: Investing in Bonds
Lecture 17: Investing in stocks
Lecture 18: Risk and Return calculation
Lecture 19: Portfolio Risk and Return calculation
Lecture 20: Investing in mutual funds
Lecture 21: Retirement Planning
Lecture 22: Retirement planning calculator live class
Lecture 23: Estate planning
Lecture 24: Family planning and Estate planning
Chapter 3: Investment planning
Lecture 1: Fixed Income securities features and types
Lecture 2: Fixed Income securities pricing and trading -1
Lecture 3: Fixed Income securities pricing and trading -2
Lecture 4: Equity Securities and Preferred Shares
Lecture 5: Equity Securities Transactions
Lecture 6: Listing of securities
Lecture 7: Fundamental and Technical analysis
Lecture 8: Company analysis
Lecture 9: Introduction to portfolio approach
Lecture 10: The portfolio manangement process
Lecture 11: Mutual fund stucture and regulations
Lecture 12: Mutual fund types and features
Lecture 13: Exchange traded funds
Lecture 14: Other mananged products
Lecture 15: Structured products
Lecture 16: Taxation of Investment Income
Lecture 17: Fee based accounts
Lecture 18: Working with retail clinet
Lecture 19: Working with Institutional clients
Chapter 4: Investment Planning
Lecture 1: Introduction to Equity
Lecture 2: Basics of Equity
Lecture 3: Equity -Primanry market operations
Lecture 4: Equity – Secondary markets
Lecture 5: Analysis of stocks
Lecture 6: Stock Analysis basics
Lecture 7: Economic Analysis
Chapter 5: Application of Investment principles
Lecture 1: RRSP Calculation example
Lecture 2: TFSA calculation
Lecture 3: Non registered account calculation
Lecture 4: RESP Calculation
Lecture 5: ETF VS Mutual fund
Lecture 6: Core and satellite portfolio
Lecture 7: Tech Investing
Lecture 8: ETF Investing
Lecture 9: Financial planning tips
Lecture 10: Forward P/E
Lecture 11: Cryptos – Bitcoin
Chapter 6: Insurance Planning
Lecture 1: Chapter 1 : Insurance Basics and Auto Insurance
Lecture 2: Chapter 2 : Home Insurance
Instructors
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Finance in Canada Inc
Educating for better tommorow
Rating Distribution
- 1 stars: 2 votes
- 2 stars: 8 votes
- 3 stars: 13 votes
- 4 stars: 28 votes
- 5 stars: 24 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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