Courses

Learn the fundamentals of financial planning in this 30-minute video, covering key concepts such as long-term security objectives, savings strategies, and investment approaches. Explore the impact of inflation on investments, assess personal wealth, and gain insights into mutual funds and their various types. Discover the potential returns from different asset classes and develop a comprehensive understanding of how to create a detailed financial plan for achieving long-term financial goals and well-being.

Explore a comprehensive series on financial planning and early retirement strategies. Learn about the FIRE (Financial Independence, Retire Early) movement, frugal living techniques, and effective debt payoff methods. Discover potential downsides of early retirement and address common money fears. Gain insights into asset class returns over 20 years, including stocks, bonds, and real estate. Understand asset allocation percentages and explore a financial freedom formula. Delve into leveraged dividend strategies for passive income generation. This collection of talks covers essential aspects of financial planning, offering valuable knowledge for those seeking financial independence and early retirement.

Explore comprehensive financial planning concepts in this 2.5-hour educational series. Dive into various life insurance products, including universal, indexed universal, and variable universal life policies. Compare guaranteed universal life, whole life, and term insurance options. Evaluate college savings strategies by examining 529 plans, whole life insurance, and Roth IRAs. Gain insights on cryptocurrency investments through a Titan Crypto review. Understand wealth accumulation tiers and strategies for building net worth. Analyze budgeting techniques for high-income earners. Learn crucial information about life insurance riders before making purchasing decisions. Examine how fees and taxes impact investment portfolios. Review Titan investment strategies, including Flagship, Opportunities, and Offshore. Discover the benefits of Health Savings Accounts (HSAs) and their tax advantages in conjunction with high-deductible health plans.

Learn essential financial planning strategies in this comprehensive 90-minute webcast covering a wide range of topics. Explore methods for breaking money silence across generations, understand the FSCP® certification and its practical applications, and discover how advisors can leverage the QBI deduction. Gain insights into college financial planning, including the role of Certified College Financial Consultants, student loan forgiveness programs, and decision-making processes. Examine various college funding philosophies and strategies, delve into effective college savings approaches, and compare the benefits of using ROTH IRAs and 529 plans as college saving vehicles. Equip yourself with valuable knowledge to make informed financial decisions and provide expert guidance in the realm of personal and educational finance.

Explore the fundamentals of financial planning and management in this comprehensive 2.5-hour tutorial. Learn why financial planning is crucial, delve into tax preparation and planning strategies, and master Quickbooks for creating estimate vs. actual reports tailored for home builders. Gain insights into bookkeeping basics, understand how to hire a virtual CPA, and interpret financial statements. Navigate Form 1040 filing, S Corporation tax returns, and avoid common bookkeeping pitfalls. Discover the importance of financial literacy for small business owners, various business valuation methods, and the benefits of working with virtual accounting firms. Differentiate between accounting and bookkeeping, explore tax planning techniques, and understand their connection to financial planning. Examine the three basic financial statements, learn about liquidity from a CPA's perspective, and get financial tips for freelancers. Understand the advantages of outsourcing tax preparation, learn to input HUD statements for property sales, and develop cash flow projections for construction companies. Conclude with tax planning strategies for contractors and insights on conducting job performance reviews.

Explore a comprehensive series of financial planning shows covering budgeting, debt reduction, goal setting, and lifestyle design. Learn strategies for achieving financial independence, avoiding scams, and preparing for major life changes. Discover insights on cultivating a millionaire mindset, simplifying finances, and making informed decisions about retirement planning. Gain practical advice on automating finances, overcoming financial blunders, and traveling on a budget. Delve into topics such as creating a life plan, putting money to work, and using financial resources for good. Benefit from expert discussions on personal finance software, the role of financial planners, and critical money knowledge for millennials.

This course aims to furnish learners with the essential knowledge necessary for comprehending financial statements, financial markets, economic dynamics, and the construction of investment portfolios. The programme's first module serves as an introductory session, elucidating fundamental finance terminologies, and the imperative nature of financial planning. Additionally, it also offers the strategic insights into prudent management of loans and credit to evade potential debt pitfalls. Subsequently, the second module delves into the pathways leading to financial independence. The third module scrutinizes on the various streams of income, exploring their diverse forms and implications. In the fourth module, participants will acquire a comprehensive understanding of investment fundamentals, encompassing an array of investment vehicles and available avenues for deployment. Modules five and six are dedicated to elucidating the rudiments of life and health insurance, as well as strategies for effective tax planning. At the culmination of this course, the participants develop a holistic understanding of financial planning, enabling them to navigate the intricacies of financial management with confidence and proficiency. Who should take this course? This program offers valuable insights to learners who are looking to explore their personal financial landscape in a systematic manner and to grasp the implications of broader economic factors such as taxation and inflation. What do you need to know before taking this course? While the modules related to financial independence, investing, insurance, and taxation are designed to be comprehensive, any pre-existing knowledge in these areas could enrich the learner’s experience, although it is not mandatory.

Learn the fundamentals of financial planning and investment strategies in this 30-minute tutorial. Discover the importance of investing over simply saving, and understand the key elements required for successful investing. Explore how to set clear financial goals and harness the power of compound interest to grow your wealth. Delve into the concept of investable surplus and learn how to plan for future lump sum expenses. Gain insights on smart investment strategies for long-term goals and understand the significance of asset allocation in building a robust financial portfolio. Whether you're a young investor or over 40, this tutorial provides valuable knowledge to help you commit to long-term investing and achieve your financial objectives.

Explore comprehensive financial planning software through a series of tutorials and practical demonstrations. Learn how to set up financial plans, navigate dashboards, manage investments, handle insurance and estate planning, and utilize various retirement calculators. Dive into topics such as taxes, retirement planning, Social Security strategies, mortgage considerations, and healthcare costs in retirement. Analyze case studies for different retirement scenarios, including early retirement, single retirees, and couples. Examine the pros and cons of different retirement projection methods, including Monte Carlo simulations. Discover tools for year-end tax planning, reverse mortgages, and income annuities. Compare popular financial planning platforms and calculators from providers like Charles Schwab, Vanguard, Fidelity, and Right Capital. Gain insights into optimizing Social Security benefits, managing IRAs, and creating effective retirement strategies for various life situations.

Learn Financial Planning Concepts such as financial statements, cash-flow statements, balance sheet, ratio analysis, vertical and horizontal analysis and expenses in this quick lecture series

Learn essential financial planning concepts in this comprehensive 4.5-hour course. Explore investing priorities, life insurance types, and emergency fund building. Dive into equity funds, UITFs, and stock market analysis techniques. Understand mutual fund and life insurance terminology. Create a year-end financial checklist and compare investing vs. trading strategies. Develop a pre-investment checklist, evaluate lifestyle upgrades, and apply the principle of matching. Analyze buying vs. renting decisions, craft a simple financial plan, and prioritize emergency funds vs. life insurance. Gain insights on protecting your finances during economic downturns.

Financial Planning Principles Course OverviewAchieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.Financial Planning Principles Learning ObjectivesUpon completing this course, you will be able to: Describe the purpose of a financial plan and why it is importantList the 7-steps of financial planning and describe what interactions take place between a financial advisor and prospective client at each stepWho Should Take This Course?This Financial Planning Principles course is for anyone – from those interested in pursuing a career in Financial Planning and Wealth Management, to those who do not, but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.

Explore a comprehensive 6-hour course on financial planning basics and investment planning. Dive into various aspects of capital markets, including primary and secondary markets, government securities, and derivatives. Learn about mutual funds, their types, NAV calculations, and tax implications. Understand risk measures, asset allocation strategies, and investment options like ELSS and hybrid schemes. Gain insights into the Prevention of Money Laundering Act, capital market legislations, and budget impacts on investments. Master concepts such as options trading, futures contracts, and risk-adjusted returns. Enhance your knowledge of financial planning tools like SIP, SWP, and STP. Access mock tests and join discussion groups to reinforce your learning and connect with fellow students.

Learn essential financial planning strategies and goal-setting techniques in this comprehensive 90-minute video. Discover how to choose a financial planner, understand their fees, and determine if professional guidance is necessary for your financial journey. Gain insights into taking control of your finances, becoming financially savvy, accelerating student loan repayment, and making smart money moves. Explore methods to resolve money-related conflicts, uncover your money story, and overcome financial shame. Acquire valuable tips for increasing income, saving more in your 30s, navigating the home-buying process, managing 401k rollovers, and maximizing credit card benefits. Delve into stock option management and guilt-free spending strategies to achieve a well-rounded approach to personal finance.

Explore essential cross-border financial planning strategies for Americans considering retirement in Canada in this 30-minute video. Learn about key differences between RRIFs and RRSPs, understand the process of transferring a 401k from the US to Canada, and gain valuable tax insights for US citizens living in Canada. Discover wealth management techniques applicable in both countries, compare 401k and RRSP options, and understand RRSP withdrawal rules at age 71. Delve into the workings of RRSPs with advice from a Certified Financial Planner, and get tips on determining the amount needed for a comfortable retirement in Canada. This comprehensive guide covers crucial aspects of cross-border financial planning to help you make informed decisions about your retirement future.

Share data securely, create meeting notes, and track deals better.Share confidential client data in a secure and compliant manner.Use Interaction Summaries to capture and share structured meeting notes.Manage the entire lifecycle of a financial deal with compliant role-based sharing.

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

We are aware that early planning of finances helps a person to know the essential features of saving for having a better future. It is a step-by-step approach to set financial goals and road map to achieve the same in life. The contents of this course will help a person to improve the avenues of income, rationalisation of expenses and manage investments to achieve financial goals. Savings is generally understood to be created after netting off all the expenses from the income. But it is the other way around. Ideally, income minus savings should be equal to expenses. By this way, the expenditure will be controlled and futile spending of money on unnecessary things may be curtailed. The change in approach will necessarily lead to increased savings. Warren Buffet’s quote on spending (as given below) talks about seriousness in making genuine expenses. "If you buy things, you do not need, soon you will have to sell things you need" Once the surplus is identified from the income, it will instigate an individual to explore investment avenues. While making an investment, a person would think of various aspects viz., 1. Safety of funds 2. Return on investment 3. Liquidity 4. Contingency requirement 5. Impact of inflation etc. When it comes to investment and placing of funds in various investment opportunities, one should consider lifetime financial goals to be achieved. The learner would be enabled to understand setting of financial goals – short, medium, and long - and various elements of financial planning. The entire course will be useful to the learner and an eyeopener to start financial planning and using their available financial resources in the best possible manner so that they achieve their goals. A Good financial planning is help for quality and sound decision making on the financial matters, with a future perspective.

Inventory Planning Managers lead the inventory planning process. They need deep knowledge of process improvement, inventory management, project management, problem solving, and supply chain management. This learning path helps build a strong foundation for a career in inventory planning.Explain types of inventories and the costs of inventory.List and explain the tools used for process improvement.Show how to solve complex supply chain challenges in Excel.

In this course, you’ll explore how financial statement data and non-financial metrics can be linked to financial performance. Professors Rick Lambert and Chris Ittner of the Wharton School have designed this course to help you gain a practical understanding of how data is used to assess what drives financial performance and forecast future financial scenarios. You’ll learn more about the frameworks of financial reporting, income statements, and cash reporting, and apply different approaches to analyzing financial performance using real-life examples to see the concepts in action. By the end of this course, you’ll have honed your skills in understanding how financial data and non-financial data interact to forecast events and be able to determine the best financial strategy for your organization.