Understanding Financial Planning
Understanding Financial Planning introduces students to the importance of financial planning. Students will gain general knowledge of various financial products, and learn to assess a client's financial needs by evaluating their current financial situation using net worth, rate of savings, and cash flow. Students will also examine how personal factors such as risk tolerance, goals, and time frame, affect a client's investment decisions.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; ICB: 0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel who want to understand the basics of financial planning and what financial planners do.
Learning Objectives
After completing this course, students will be able to:
- Explain the importance of financial planning
- Describe different financial products
- Determine a client's current financial situation
- Identify a client's financial goals
- Determine a client's financial time frames
- Assess a client's risk tolerance
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.