Introduction
This e-learning course on 'Financial Planning' is designed to help users plan their finances. Basic concepts of financial planning, goal setting, and maximizing assets are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. Also covered are the types of personalities and their investment profiles along with the various stages in the life cycle of an investor. The course also provides strategies for reducing tax burden. In the end, it provides valuable information about how to build a model portfolio that suits your risk and return profile.
Learning Outcomes:
Provides you with an understanding of the strategic planning process. It highlights the coordinated, complementary and contributory roles of both budget approvers and holders towards effective corporate planning and control. This workshop also provides you with insight on how business plans are devised and how actual performance is analysed against budget. The relevance and importance of the Cash Flow Forecast and its impact on Cash Flow Management will be explained.
Illustrates and explains the sequential preparation of the operating budgets leading to preparation of the Cash Budget and Budgeted Financial Statements. The day, and hence the workshop, ends with completing the strategic planning process by equipping you with capital budgeting technics based on discounted cash flows (DCFs) which are essential decision-making tools to achieve both short- and long-range corporate objectives of all organisations.
Who Will Benefit?
This financial training course will benefit members of budget committees, budget approvers and holders, heads of business units and departments, financial controllers and managers.
Training Methodology:
This interactive training course includes the following training methodologies as a percentage of the total
tuition hours:-
30% Lectures, Concepts, Role Play
30% Workshops & Work Presentations, Techniques
20% Based on Case Studies & Practical Exercises
20% Videos, Software & General Discussions
Certificates
A Certificate of Completion will be issued to those who attend & successfully complete the programme.
Schedule
08:30 – 10:15 First Session
10:15 – 10:30 Coffee Break
10:30 – 12:15 Second Session
12:15 – 12:30 Coffee Break
12:30 – 14:00 Third Session
14:00 – 15:00 Lunch
Training Methodology:
This interactive training course includes the following training methodologies as a percentage of the total tuition hours:
Fees
The Fee for the seminar, including instruction materials, documentation, lunch, coffee/tea breaks & snack is: