This course introduces the principles of personal financial planning and long-term wealth management. It explores budgeting, saving, investing, tax planning, insurance, retirement strategies, and estate considerations within a structured planning framework. Students learn how to develop financial plans tailored to client goals and risk profiles. Designed for aspiring financial planners, advisors, and individuals seeking financial clarity, the course builds strong foundations for managing and growing personal wealth.
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Skills & learning objectives
There are 8 modules in this class
- IntroductionUnlock this class to watch2m 35s
- OverviewUnlock this class to watch2m 27s
- Wealth ManagementUnlock this class to watch6m 10s
- Types of Financial AdvisorsUnlock this class to watch2m 59s
- Evolution of Financial PlanningUnlock this class to watch2m 16s
- Strategies for Effective Financial PlanningUnlock this class to watch6m
- The Role of a Financial AdvisorUnlock this class to watch4m 31s
- Ethical and Legal Considerations in Financial Planning & Wealth ManagementUnlock this class to watch2m 42s
- Financial Planning Goal SettingUnlock this class to watch5m 53s
- Budgeting and Cash Flow ManagementUnlock this class to watch5m 25s
- Debt Management and Credit ScoresUnlock this class to watch4m 1s
- Income Statement and Balance Sheet AnalysisUnlock this class to watch3m 46s
- Cash Flow Statement and Ratio AnalysisUnlock this class to watch3m 27s
- Types of InvestmentsUnlock this class to watch12m 16s
- Risk vs. ReturnUnlock this class to watch10m 9s
- Asset Allocation StrategiesUnlock this class to watch4m 9s
- Stocks, Bonds, and Other SecuritiesUnlock this class to watch3m 25s
- Types of Risk in Financial PlanningUnlock this class to watch4m 2s
- Diversification and Risk ManagementUnlock this class to watch2m 23s
- Insurance Products and CoverageUnlock this class to watch1m 51s
- Market VolatilityUnlock this class to watch1m 40s
- Tax Laws and RegulationsUnlock this class to watch2m 59s
- Tax Planning for Wealth ManagementUnlock this class to watch54s
- Key Components of Tax PlanningUnlock this class to watch1m 19s
- Tax-Efficient Investment StrategiesUnlock this class to watch2m 52s
- Marginal Tax Rates and BracketsUnlock this class to watch1m 9s
- Calculating Retirement NeedsUnlock this class to watch5m 4s
- Estate Planning TechniquesUnlock this class to watch3m 20s
- Wills and TrustsUnlock this class to watch2m 49s
- The Wealth Tech ecosystemUnlock this class to watch4m 6s
- Data Security and PrivacyUnlock this class to watch2m 2s
- Cross-Border Planning ConsiderationsUnlock this class to watch50s
- Currency riskUnlock this class to watch29s
- Using Machine Learning (ML) and Artificial Intelligence (AI)Unlock this class to watch45s
- Emerging Trends in Financial PlanningUnlock this class to watch1m 38s
- ClosingUnlock this class to watch1m 24s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
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ClassFAQs
The course aims to provide learners with a comprehensive understanding of investment fund types, fund management strategies, regulatory frameworks, risk management techniques, and performance evaluation methods.
The course is designed for finance professionals, portfolio managers, institutional investors, and individuals seeking to deepen their knowledge of investment fund structures and management principles.
The module covers mutual funds, hedge funds, ETFs, and private equity funds, explaining their characteristics, investment strategies, and suitability for different types of investors.
The course explains regulatory and legal requirements, licensing, governance structures, and the roles of key stakeholders involved in establishing and managing an investment fund.
Learners will develop the ability to assess and mitigate risks using diversification, stress testing, and scenario analysis, and they will learn to evaluate fund performance using KPIs and performance attribution techniques.
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