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Financial Planning and Strategy

  • الدورة التدريبية
    البرامج المالية والمحاسبية
Courses

This course is designed to help users plan their finances. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return

Financial Planning and Strategy
  • • What is financial planning?
    • Three steps in financial planning process
  • • Elements of the Balance Sheet
    • The Income and Expense Statement
    • The Budget
    • Why is it important to prepare budget carefully?
  • • The time value of money
    • Diversification - 'spreading risk'
    • Investment Timing
  • • Saving versus Investment
    • Products options for savers
    • Checking Accounts
    • Savings Account
    • Certificates of Deposit
    • Money Market Mutual Funds
    • Money Market Deposit Accounts
    • U.S. Treasury Bills
  • • Products options for Investors
    • Common Stock
    • Bonds
    • Preferred Stock
    • Mutual Funds
    • Real Estate
    • Commodities
    • Metals, Art and Collectibles
  • • Types of Goals
    • Investment Objectives
    • Liquidity: Real Needs and Perceived Needs
  • • Strategies for reducing federal income tax
  • • Basics of Portfolio Management
    • Building a Model Portfolio
  • • Financial Planning Calculators
  • • The Five Personalities
    • Using the Five-Way Classification Model
    • Risk/Return Trade-Offs for Investors
    • Risk/Return Position at Various Life Cycle Stages