Chris Wyman – CFI Education – Financial Planning Principles

Description

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Chris Wyman – CFI Education – Financial Planning Principles

Financial Planning Principles
This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes his or her clients through. You will learn about the common milestones in life that you may want to plan for and how an advisor will guide you through the journey.

Overview
Financial Planning Principles Course Overview
Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.

Financial Planning Principles Learning Objectives
Upon completing this course, you will be able to:

• Describe the purpose of a financial plan and why it is important
• List the 7-steps of financial planning and describe what interactions take place between a financial advisor and prospective client at each step

Who Should Take This Course?
This Financial Planning Principles course is for anyone – from those interested in pursuing a career in Financial Planning and Wealth Management, to those who do not, but are interested in becoming their own finance professional first. This course is a primer that introduces the foundational concepts you need to understand to navigate topics in financial planning and wealth management.

What you’ll learn

Introduction
Overview
Course Objectives
Downloadable Course Files
Defining Key Words
Meet the Pritchetts and their Financial Planner

The What and Why of a Financial Plan
The Plan
What and Why of a Financial Plan

Establishing the Working Relationship
The Financial Planning Process
Terms of Engagement Agreement
Download Engagement Letter – Pritchetts – Component Parts Identified
Step-by-Step Financial Planning Process Overview

Let The Financial Planning Process Begin
Step 1: Understanding Personal and Financial Circumstances
Key Financial Ratios for Understanding Your Client Part 1
Key Financial Ratios for Understanding Your Client Part 2
Key Financial Ratios for Understanding Your Client Part 3
Key Financial Ratios for Understanding Your Client Part 4
Step 1 Recap
Meeting Between the Pritchetts and Their FP – Step 1
Meeting Debrief
Step 2: Identifying and Selecting Goals
Meeting Between the Pritchetts and Their FP – Step 2
Meeting Recap
Step 3: Analyze the Client’s Course of Action
Step 4: Developing the Financial Planning Recommendation
Step 5: Presenting the Financial Planning Recommendation
Step 6: Implementing the Financial Planning Recommendation
Step 7: Monitoring Progress and Updating

Course Summary
Course Summary

Qualified Assessment
Qualified Assessment

What our students say

Great and feeling accomplished
Wycliffe Weke S

Fun and Engaging
Great course content, very engaging and informative.
Tharindu Nalaka

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.