Essentials of Financial Planning (CETW004)

Financial Planning is essential in ensuring the well-being of individuals at different stages of life.  To ascertain and project financial needs is paramount in starting a sound financial plan; knowing how to make our money work harder is an art and science in satisfying our financial goals. 

This course seeks to inform and equip attendees basic financial literacy knowledge over the areas of planning for retirement, wealth growing and investing, as well as insurance and risk management. This will allow attendees the opportunity and skills to evaluate their financial needs at a basic to intermediate level and intelligently work with their personal financial advisers to implement better structured personal financial plans.

Topics:

• Basic Financial Health Assessment
• Risk management and Insurance
• Retirement Planning
• Investment Planning