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FINANCIAL MARKET COURSES

Private Banking & Wealth Management – Financial Planning

Financial planning is the process by which wealth managers assess their clients’ current economic situation and help them structure realistic long-term financial goals. Such planning is the foundation of successful wealth management. The plan must be vigorous enough to accomplish a client’s goals, but flexible enough to meet the client’s changing needs. This course looks at the key elements of financial planning, such as investment planning, tax and estate planning, retirement planning, and emergency funds.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Outline the role of financial planning in wealth management

    Describe the key areas of financial planning

  • COURSE OUTLINE

    Topic 1: Overview of Financial Planning

    What is Financial Planning?

    Investment Planning

    Tax Planning

    Insurance (Risk Management)

    o Types of Life Insurance Policy

    Retirement Planning

    o Formulating the Retirement Plan

    o Suitable Investment Vehicles

    o Business Succession Planning

    Estate Planning

    o Elements of an Effective Estate Plan

    o Objectives of Estate Planning

    o Avoidance of Probate

    o Minimization of Estate Tax

    o Inheritance Equalization

    Charitable Giving

    Emergency Fund

    Planning for Educational Expenses

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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