Personal Financial Planning (For All Professionals)

Everybody wants to get financial freedom or most people call it “rich”, but doesn’t mean they really understand the real definition of financial freedom. On the other side, the financial industry keeps evolving, financial products becoming more complex, coupled with regulatory complexity, inflation effect and macroeconomic uncertainty, gives difficulties and headaches to make a proper financial planning. That’s why it’s very important to have basic knowledge of finance and financial planning.

This program will provide training participants to acquire basic knowledge of finance and financial planning, so they can manage a well financial life based on Certified Financial Planner (CFP®) Framework.

Learning objectives:

• Understanding the fundamentals of financial planning.
• Understanding risk management and insurance planning.
• Understanding investment instruments & planning.
• Understanding retirement planning.