IUx: Introduction to Personal Financial Planning

£600.00

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The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by individuals impact the larger community in significant ways with pervasive cost due to financial mistakes. A recent study by the Financial Industry Regulatory Authority (FINRA) reveals over 50% of Americans have less than $10,000 saved for retirement. In addition, over 50% of Americans have no emergency fund, unable to cope with an unexpected car repair without borrowing funds. Financial literacy is an urgent need for many.

In this course, you’ll gain the basic building blocks of financial literacy to build a secure foundation for your future.

Category:

Week One
An overview of Finance as a field of study and the Personal Financial Planning Process

Week Two
Basic Financial Statements and Budgeting

Week Three
Taxation Concepts and Tax Planning

Topics in Personal Finance
Key topics and strategies for Personal Financial success

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