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MODULE 08

Personal Financial Planning

Introduce the complete planning process while leaving specialist implementation to the relevant sections.
TOPICS18 Lessons|DURATION~270 Mins

Foundational Topics

Master these core concepts to build your wealth

18 Lessons
1

What Is Personal Financial Planning?

5-10 MIN
2

Why Financial Planning Matters

5-10 MIN
3

Financial Planning vs Budgeting

5-10 MIN
4

Financial Planning vs Investment Planning

5-10 MIN
5

The Financial Planning Process

5-10 MIN
6

Assessing Your Current Financial Position

5-10 MIN
7

Identifying Goals

5-10 MIN
8

Cash Flow Assessment

5-10 MIN
9

Emergency Reserve Assessment

5-10 MIN
10

Debt Assessment — Basic Level

5-10 MIN
11

Protection Assessment — Basic Level

5-10 MIN
12

Investment Assessment — Basic Level

5-10 MIN
13

Tax Awareness — Basic Level

5-10 MIN
14

Goal Prioritisation

5-10 MIN
15

Choosing Financial Actions

5-10 MIN
16

Implementing a Financial Plan

5-10 MIN
17

Monitoring the Plan

5-10 MIN
18

Reviewing and Updating the Plan

5-10 MIN