Welcome to the “Financial Planning and Investing: What They Are and How They Fit Together” lesson that serves as an introduction to the course. This lesson is the first of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In this introductory lesson, Debra will begin outlining the five steps in building a financial plan.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Understand the Fundamentals of Financial Planning
Identify Different Investment Vehicles and Their Purposes
Develop a Comprehensive Financial Plan Tailored to Individual Goals
Analyze Risk Tolerance and Its Impact on Investment Decisions
Integrate Financial Planning and Investing Strategies Effectively
Financial Advisors, Investment Analysts, Individuals Interested in Personal Finance, Students Pursuing Finance Careers
Basic Understanding of Financial Concepts
01. Introduction to Financial Planning
02. Overview of Investment Options
03. Risk Assessment and Management
04. Building a Financial Plan
05. Integrating Financial Planning with Investment Strategies
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the Fundamentals of Financial Planning
Identify Different Investment Vehicles and Their Purposes
Develop a Comprehensive Financial Plan Tailored to Individual Goals
Analyze Risk Tolerance and Its Impact on Investment Decisions
Integrate Financial Planning and Investing Strategies Effectively
WHO SHOULD ATTEND
Financial Advisors, Investment Analysts, Individuals Interested in Personal Finance, Students Pursuing Finance Careers
PREREQUISITES
Basic Understanding of Financial Concepts
COURSE OUTLINE
01. Introduction to Financial Planning
02. Overview of Investment Options
03. Risk Assessment and Management
04. Building a Financial Plan
05. Integrating Financial Planning with Investment Strategies
