Advanced Financial Planning and Stock Market

  • by admin
  • Course level: All Levels


It introduces you to the process of hw to find and analyze companies, determine the risk of a stock investment or trade, proper entry and exit time of the stock, understand why markets move the way they do, and helps you choose  the right trading style for your personal goals using correct approach to financial planning.

What Will I Learn?

  • Integrated Financial Planning Strategies
  • Time value of money
  • Compounded Annual Growth (CAGR)
  • P/E Calculation
  • Budget preparation and management
  • Emergency Fund

Topics for this course

46 Lessons

1. Financial Planning

1.1 Introduction of financial planning
1.2 Asset classes
1.3 Attitudes, goals and objectives of Integrated Financial Planning
1.4 Behavioural finance
1.5 Budget preparation and management
1.6 Client engagement and financial planning process
1.7 Credit and debt management
1.7 Credit and debt management
1.8 Critical thinking
1.9 Emergency fund
1.10 Financial planning process
1.11 Insurance law and claims process
1.12 Insurance planning objectives
1.13 Integrated Financial Planning Strategies
1.14 Investment objectives, constraints
1.15 Investment principles
1.16 Investment theory
1.17 Investment time horizon
1.18 Principles of financial management
1.19 Risk management principles
1.20 Risk management products
1.21 Risk strategies
1.22 Synthesis and recommendations
1.23 Tax planning law and policy
1.24 Tax planning objectives
1.25 Tax planning principles
1.26 Tax planning strategies
1.27 Taxation principles
1.28 Time value of money
1.29 Use and non-use assets

2. Stock Market



  • Understand the basic concepts of financial planning & share market

Target Audience

  • Women Entrepreneurs
  • Families with Children


Book your free demo class now!