Fundamentals of Personal Finance – Quebec (FPF)

Learn about the communication techniques and relationship-building skills that are integral to a client-centric service environment. Explore the psychological and sociological characteristics that influence clients’ purchasing behaviour. 

This course covers personal net worth statement preparation and analysis and the cash and debt management issues that stem from this information. It also lays the groundwork for subsequent program courses by covering the important concept of the “Time Value of Money”, along with both microeconomic and macroeconomic concepts.

Who Should Enrol?

Client contact professionals who wish to acquire knowledge in the basics of financial planning and those who deal with clients in the assessment of needs with the aim of providing financial planning advice and wealth management strategies.

What Will You Learn About?

• Through this course, you will learn how to:
• Build and maintain effective relationships with clients
• Prepare, analyze and understand personal financial statements
• Prepare a debt and cash management plan
• Use time value of money in financial calculations
• Understand and explain how macro and micro-economic factors may influence personal finance

Syllabus:

• Module 1
• Chapter 1 - Communicating With the Client
• Chapter 2 - Understanding the Client
• Chapter 3 - Microeconomics and Macroeconomics
• Chapter 4 - Financial Planning Process
• Module 2
• Chapter 1 - Time Value of Money
• Chapter 2 - Constructing and Analysing Personal Financial Statements
• Module 3
• Chapter 1 - Managing Debt and Financing