Covers core principles of comprehensive financial planning, including retirement, education, and estate planning strategies.
About this course
This course introduces the core principles of comprehensive financial planning. You will learn how to build a complete financial plan that addresses key life stages and long-term goals. The curriculum focuses on retirement planning, education funding strategies, and estate planning fundamentals.
You will practice assessing a client's financial profile, identifying gaps in coverage, and recommending appropriate solutions. The course also covers the legal and tax implications of various planning strategies, ensuring you can provide well-rounded advice.
Who takes this course
This course is a required component of the Financial Planning program.
Credits: 3 · Hours: 45
Prerequisites
None
Learning outcomes
- Evaluate a client's current financial situation and identify planning goals.
- Develop integrated strategies for retirement, education, and estate planning.
- Apply relevant tax and legal considerations to client financial plans.
- Communicate financial recommendations clearly using professional tools.
Evaluation
| Component | Weight (%) |
| Mid-term examination | 30 |
| Comprehensive client case study | 40 |
| Final examination | 30 |