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

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!