Introduction to Financial Planning

Overview

Introduction to Financial Planning
Taught by Omagbitse Barrow FCA


Learning Objectives
At the end of this course, learners will be able to:
• Explain the importance of financial planning, overcome the barriers that they have regarding financial planning; and begin the journey to managing their finances better;
• Measure their financial health, set appropriate financial goals and create a budget that supports their goals.
• Take appropriate decisions regarding their spending and saving habits and avoid some of the most common mistakes that people make with their finances.

Course Content
• Why Financial Planning
• What you should know about Financial Planning.
• Measuring your Financial Health
• Overcoming Barriers to Financial Planning
• Setting Financial Goals
• Creating a Family Budget
• Managing your spending
• Common Money Mistakes

Lesson 1: Why Financial Planning

Lesson 2: Measuring your Financial Health

Lesson 3: Overcoming Barriers to Financial Planning

Lesson 4: Creating a Family Budget

Lesson 5: Managing your spending

Lesson 6: Common Money Mistakes

Course Certification Quiz

  • Q
    Total questions: 10
    Questions to answer: 10
    5 Minutes
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