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Basics of Financial Planning
Individual Licence (EUR 60)
€60.00
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Basics of Financial Planning
€60.00
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Flexible returns
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Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in Basics of Financial Planning.
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in Basics of Financial Planning.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 1.5hrs - Desc:
This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments. After completing this program the learner will understand:
- The key aspects of financial planning.
- The significance of investment-based retirement.
- The categories of expenses and how to make expense reports.
Course Topics
T1. Building Blocks of Financial Planning: This topic will provide an explanation on financial planning, and will discuss the reasons, basics, and key building blocks.
T2. Budgeting: This topic will describe budgets, and will detail the process for preparing a typical budget and the importance of budgeting.
T3. Expenses: This topic will define expenses, and will discuss the categories and authenticity of expenses, including information on irregular incomes and the benefits of expense reporting.
T4. Retirement: This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.
T5. Insurance: This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.
T6. Investments: This topic will evaluate investments and clarify the importance of investments as well as the different types available to customers.
Continue your learning
Part of this learning pathway: Banking & Finance
Learners also take: Basics of Financial Accounting | Basics Of Financial Accounting II | Teller Basics
Course pathway: eBSI Banking Academy > Banking & Finance > Basics of Financial Planning
Explore more Banking & Finance training or return to the eBSI Banking Academy.