Financial Planning and Strategy

Program Introduction

This course is designed to help users plan their finances. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. Anin-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return