Financial Planning Basics

Financial Planning Basics

Learn essential financial planning concepts in this comprehensive 4.5-hour course. Explore investing priorities, life insurance types, and emergency fund building. Dive into equity funds, UITFs, and stock market analysis techniques. Understand mutual fund and life insurance terminology. Create a year-end financial checklist and compare investing vs. trading strategies. Develop a pre-investment checklist, evaluate lifestyle upgrades, and apply the principle of matching. Analyze buying vs. renting decisions, craft a simple financial plan, and prioritize emergency funds vs. life insurance. Gain insights on protecting your finances during economic downturns.