IIRF Online > Finance & Accounting > Financial Modeling & Analysis > Financial Planning > Financial Planning Certification Course
Financial Planning Certification Course by Upskillist
Learn how to take control of your finances and plan for the future in 16 weeks with our globally accredited financial planning certification course.
Course Highlights
- Identify and understand financial needs and risks
- Understand the role and benefit of the financial planner
- Understand the various areas of financial planning
- Strategies and habits for financial success
- Strategies for coping and dealing with events that can disrupt a carefully crafted financial plan
Skills you will learn!
Curriculum
8 Topics
Money Happiness and Habits
Financial Planning Over a Lifetime
What has COVID-19 taught us?
Thinking About Your Money and Financial Life – Creating a Framework
Choosing a Financial Planner
Financial Risks and Needs
Why is managing behaviour so important?
So is it worth using a financial planner?
8 Topics
Holistic Financial Planning and the 6-step Financial Planning Process
Budgeting: The Cornerstone of Any Financial Plan
Are traditional retirement planning practices becoming outdated?
Important Financial and Investment Principles
Investment Planning
Estate and Risk Planning
Corporate Financial Planning
What to Look for in a Planner and a Financial Planning Practice
8 Topics
Relationships and Financial Planning
Financial Planning for Women and Single Mothers
Starting Out: Strategies to Set You Up for Financial Success
Financial Planning in Your 40s and 50s: How does the focus change?
Disruptions Happen: Divorce
Disruptions Happen: Retrenchment
Disruptions Happen: Death of a Spouse/Partner Disability and Dread Disease
The 'Sandwich Generation': Are we being pulled in too many directions?
8 Topics
Is the value of financial advice actually quantifiable?
Behavioural Finance Unpacked
Common Myths About Finance and Financial Planning
Wealth Strategies for Success
Robo-advisors: Financial planners of the future?
The Financial Planner vs the Financial Coach
The Next Generation: Teaching Children About Money
The Next Generation: Teaching Children About Money
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