Personal Financial Planning
Training Provider: Singapore University of Social Sciences
Course Reference: TGS-2024047103
S$1,461
About This Course
Demonstrate understanding of the financial planning process
Apply tools and methods in financial planning
Show an appreciation of the financial advisory profession
Formulate a financial plan in accordance to given constraints
Appraise financial planning case studies
Analyse various risks underlying financial plans
What You'll Learn
Financial planning is fundamental towards the formulation and achievement of financial goals. A grounding in the knowledge base for financial planning enables an individual to manage his or her personal finance in the environment of a digital economy in the 21st century. Topics from the knowledge base include asset management, credit management, life insurance, income tax planning, estate planning and the CPF. FIN379 Personal Financial Planning provides a broad perspective around the knowledge base to encompass financial advisory and developments in that space due to FinTech such as robo-advisory.
Course Details
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