Financial Planning Essentials

Description
Participants who attend this course will gain a basic level of knowledge on investments and investing strategies, which will enable them to build and better manage an investment portfolio.

Audience
Recommended for those who desire a greater ability to make informed investment decisions.

Materials
Each participant will receive a 45-plus page workbook, which reviews each topic covered, and provides resources and a glossary for future use.

Duration
4 hours

Objectives

• Investigate the basics on financial accounts, stocks, bonds, and mutual funds.
• Uncover six crucial factors that affect stock prices.
• Consider bond investments based on six important elements.
• Study ratings to identify the risk and return potential of various bonds.
• Describe the relationship between bond values and interest rates.
• Analyze mutual fund fees and expenses.
• Find out the most prevalent reasons investors buy stocks, bonds, and mutual funds.
• Recognize five sources of risk and how to manage each.
• Evaluate levels of risk and return for various investments.
• Determine which types of investments match one’s objectives.
• Diversify, allocate, and rebalance assets in an investment portfolio.
• Review and apply key investment terms.
• Discover essential investing guidelines and common mistakes to avoid.
• Develop an investment plan for all financial goals.

Fee includes

• 4 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Lunch and refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.