Course information

Finance Planner Course Outline

Module 1: Introduction to Financial Planning

  • Overview of Financial Planning
    • Definition and Importance
    • Roles and Responsibilities of a Financial Planner
  • Ethics and Professional Standards
    • Code of Ethics
    • Professional Conduct

Module 2: Understanding Client Needs

  • Identifying and Assessing Client Goals and Objectives
  • Conducting Effective Client Interviews
  • Building Client Relationships and Trust
  • Module 3: Financial Statement Analysis
  • Analysing Personal Financial Statements
  • Understanding Cash Flow and Budgeting
  • Evaluating Net Worth and Financial Position

Module 4: Investment Planning

  • Basics of Investment Planning
  • Types of Investment Vehicles and Their Characteristics
  • Risk and Return Assessment
  • Asset Allocation and Diversification Strategies

Module 5: Retirement Planning

  • Importance of Retirement Planning
  • Types of Retirement Plans and Their Features
  • Developing a Retirement Savings Strategy
  • Retirement Income Distribution Strategies

Module 6: Tax Planning

  • Overview of Tax Planning Principles
  • Understanding Tax System and Regulations
  • Strategies for Minimising Tax Liability
  • Tax-Efficient Investment Options

Module 7: Insurance Planning

  • Role of Insurance in Financial Planning
  • Types of Insurance Policies (Life, Health, Disability, Property)
  • Assessing Insurance Needs and Coverage
  • Risk Management and Insurance Strategies

Module 8: Estate Planning

  • Introduction to Estate Planning
  • Importance of Wills and Trusts
  • Estate Taxes and Legal Considerations
  • Developing an Estate Plan

Module 9: Ethical and Professional Standards

  • Code of Ethics and Professional Conduct for Financial Planners
  • Legal and Regulatory Requirements
  • Best Practices for Maintaining Professional Integrity

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Who should attend this Finance Planner Course?

This Finance Planner Course is ideal for individuals seeking to enhance their Financial Planning skills, expand career opportunities, and gain comprehensive knowledge in financial management and planning strategies. This course can be beneficial for a wide range of professionals, including:

  • Financial Advisors
  • Wealth Managers
  • Investment Consultants
  • Insurance Brokers
  • Estate Planners
  • Tax Consultants
  • Mortgage Advisors
  • Pension Advisors

Prerequisites of the Finance Planner Course

There are no formal prerequisites for taking this Finance Planner Course. However, a basic understanding of finance and investment principles will be beneficial.

Finance Planner Course Overview

The Finance Planner (CFP) Course is designed to equip individuals with essential skills in Financial Planning, investment management, and client advisory. As financial markets evolve and clients seek more personalised advice, becoming a CFP is increasingly relevant for those looking to excel in financial services. This course provides the foundational knowledge required to achieve certification and meet industry standards.

Proficiency in this Finance Planner Training is crucial for Financial Advisers, Investment Consultants, and Wealth Managers. Mastery of CFP principles not only enhance career prospects but also ensures a high level of service to clients, fostering trust and satisfaction. Professionals seeking to advance their careers and stand out in a competitive field will find this course particularly valuable.

In this intensive 2-days training by The Knowledge Academy offers delegates a comprehensive overview of Financial Planning concepts, practical skills, and best practices. By focusing on key areas such as risk management and retirement planning, delegates will gain actionable insights to apply directly to their roles, improving client interactions and decision-making.

Course Objectives

  • To provide an in-depth understanding of Financial Planning principles and practices
  • To equip delegates with strategies for effective investment management
  • To enhance skills in risk assessment and mitigation
  • To develop proficiency in creating and implementing financial plans
  • To familiarise delegates with regulatory and ethical standards in Financial Planning
  • To offer practical guidance on client relationship management

After completing this Financial Planner Certification Course, delegates will receive a certification that acknowledges their expertise in Financial Planning. This credential will enhance their professional standing and open doors to advanced career opportunities in financial services.

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What’s included in this Finance Planner Course?

  • World-Class Training Sessions from Experienced Instructors
  • Finance Planner Certificate
  • Digital Delegate Pack

Why choose us

Our Sacramento venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Sacramento is situated near central valley at the joining of the Sacramento River and the American River, as well as it being the capital city of California it is also the sixth largest city within California and is home to around 485,199 people within 2014. Sacramento also has a metropolitan population of an estimated 2,414, 783 in 2010 therefore ranking it in third place as the largest metropolitan population within California. Sacramento is also the seat to the government of Sacramento County, and America’s most diverse city as of Harvard University civil rights project in 2002. There are a number of different types of schools, which are public, private or independent, the independent schools within Sacramento include the Waldorf School and the Sacramento Country Day School which was run by the California Association of Independent Schools as opposed to being one of the Roman Catholic Independent schools. The Public schools include Natomas Unified School District, Twin Rivers Unified School District, Sacramento City Unified School District and Elk Grove Unified School District. Some of the Universities within the city include Sacramento State (California State University, Sacramento) and University of California. Sacramento State University plays a big part in the education of students, as of 2004 they enrolled roughly 22,555 undergraduates within the eight colleges it operates. There is also a few universities with campuses in Sacramento which include the McGeroge School of law – University of Pacific, National University, Western Seminary and the University of San Francisco. All of the Universities offer students different types of courses and degrees some of which include graduate, undergraduate, bachelors, masters and doctoral degrees. Subjects can also differ depending on the institution with regards to public health sciences, administration, project management, business, sciences, law, counselling, education, mathematics, engineering, arts, sports and many more. Sacramento also consists of different schools which practise religion, these being an Islamic school the Masjid Annur, Christian schools such as the Sacramento Adventist Academy and the Capital Christian School as well as a Jewish school which is the Shalom School.

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Address

Sacremento, California

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Finance Planner Course in Sacramento. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Finance Planner Course in Sacramento, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Finance Planner Course in Sacramento FAQs

Please arrive at the venue at 8:45am.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Finance Planner Training Coursein Sacramento starts from $2295
The Knowledge Academy is the Leading global training provider for Finance Planner Training Course.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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