Basics of Financial Planning
course

Basics of Financial Planning

Be familiar with the many areas of financial planning including budgeting, insurance, and investments.

Bankers Academy
Updated Jun 17, 2024

What you'll learn

  • The key aspects of financial planning.
  • The significance of investment-based retirement.
  • The categories of expenses and how to make expense reports.
Course Description

This course will introduce the learner to the basic aspects of financial planning. The course will familiarize the learner with areas of financial planning, including budgeting, insurance, and investments.