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6 Simple Steps to Kick Start your Financial Planning Journey

Course Details
Content Provider

FIN2U DIGITAL SDN. BHD.

Trainer Name

Alex Yeoh (Fin2u Academy)

Skill Area

Financial Services and Financial Technologies

Reviews

4.9 (5 Rating)

Course Requirements

  • Suitable for any individual
  • For those who want to know about financial planning
  • For those who want to learn to manage his/her own finances better

Course Description

What is financial planning? The word “financial planning” is by no means complicated. I will share with you the six simple (and important) financial planning steps here. Yes, it’s simple actually! Sub-topics of the course:

Sub-topics of the course:

  • Introduction
  • What is Financial Planning?
  • Where does my money goes?
  • Step 1: ‘Know Your Money’ (KYM)
  • Step 2: The Money Equation
  • Step 3: Learn how to SPEND
  • Step 4: Learn how to ALLOCATE
  • Step 5: Review & Adjust
  • Step 6: Learn, Learn, Learn… and conclusion…


Happy learning by way of watching @@

Course Outcomes

  • Understand the concept of financial planning
  • Know the 6 simple steps of financial planning
  • A learner can straight away apply the steps to his/her daily lives

Course Curriculum

1 Mentor introduction

1 Is it a bird? Is it a plane? It’s financial planning…

1 A classic story where does our money goes to each month

1 Step 1: ‘Know Your Money’ (KYM)

2 Step 2: The Money Equation

3 Step 3: Learn how to SPEND

4 Step 4: Learn how to ALLOCATE

5 Step 5: Review & Adjust

6 Step 6: Learn, Learn, Learn… and conclusion…

Trainer

Trainer Name

Alex Yeoh (Fin2u Academy)

4.9 Rating
5 Reviews

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This course includes:

  • Duration: 50 Min

  • Skill Level: Beginner

  • Lectures: 9 lessons

  • Enrolled: 173 learners

  • Certificate of Completion

  • Lifetime access

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