Financial Planning (FinPlan)

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Course Details

Cost

FREE

Upcoming Schedule

  • In Session

Course Provider

Open2Study online courses
Open2Study offers a way to learn about a wide variety of subjects from some of the best institutions. Explore the origins of crime with Griffith University, learn how to paint and draw from instructors at Abu Dhabi University or discover the world of music at James Cook University. Whether you love to travel the world or are the CEO of your own company, Open2Study offers free, high-quality education. Every course has its own classroom where you can learn through interactive videos, quizzes...
Open2Study offers a way to learn about a wide variety of subjects from some of the best institutions. Explore the origins of crime with Griffith University, learn how to paint and draw from instructors at Abu Dhabi University or discover the world of music at James Cook University. Whether you love to travel the world or are the CEO of your own company, Open2Study offers free, high-quality education. Every course has its own classroom where you can learn through interactive videos, quizzes and collaboration with fellow classmates. Learning a new subject takes only four weeks, so you can try one or try them all. The online classes are taught by leading industry professionals so that you're getting the most up-to-date information possible. If a subject piques your interest, look into an accredited degree from one of many universities that Open2Study partners with and take free courses related to that topic. New content is constantly being added to Open2Study to provide a unique learning experience for everyone.

Provider Subject Specialization
Humanities
Sciences & Technology
18 reviews

Course Description

Explore a career in financial planning, including working with clients and the financial planning process. Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field. Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only. #### What will I learn? * What is involved in working as a financial adviser, including: * Important personal attributes of a professional financial adviser * The key elements of the relationship between a financial adviser and client, including: * How to build rapport with clients * Effect... Explore a career in financial planning, including working with clients and the financial planning process. Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents. This course will introduce you to the career of a financial adviser, including the client and adviser relationship, the financial planning process and investment fundamentals, and could spur you onto further study in this field. Disclaimer: This course is not for the providing of financial advice and is offered for educational purposes only. #### What will I learn? * What is involved in working as a financial adviser, including: * Important personal attributes of a professional financial adviser * The key elements of the relationship between a financial adviser and client, including: * How to build rapport with clients * Effective communication skills * Record keeping and confidentiality * A six-step financial planning process, including: * Collecting client data * Carrying out research and analysis * Creating a financial plan * Implementing and reviewing the plan * The principles of investment, including: * Investment risk * Making investment decisions
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Rankings are based on a provider's overall CourseTalk score, which takes into account both average rating and number of ratings. Stars round to the nearest half.