|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-planning-for-families/
课程评论：没有评论
课程名称：家庭理财规划 课程概述： 课程旨在解决现实生活中普遍存在的“会赚钱但不会理财”的困境。学校教育侧重于如何赚钱，但鲜有教授如何管理金钱以实现当前生活品质和规划家庭长远财务未来。本课程正是为填补这一空白而设计，帮助学员和家庭实现“当下过好，未来无忧”的目标。 核心内容： * **理财的重要性：** 强调理财规划对于满足人生不同阶段的需求至关重要，包括婚姻、购置资产、子女教育、婚嫁以及退休生活等。 * **普遍适用性：** 明确指出理财规划并非富人或临近退休人士的专利，无论收入高低、年龄大小，每个人都可以且应该进行财务规划。 * **规划的目的：** 理财规划的核心在于制定策略，以实现预设的财务目标，并应对生活中可能出现的意外情况。 * **时间价值：** 强调确保在未来“对的时间”拥有“对的金额”，以达成人生各阶段的财务目标。 * **学习方式：** 课程采用循序渐进、简单易懂的步骤化教学方法，力求让学习过程清晰明了，如同学习写字母般简单（a, b, c, d…）。 * **实践工具：** 提供PDF格式的理财规划手册和Excel格式的图表工具，以协助学员完成家庭的理财规划。
Everyone wants to have a comfortable financial future and be able to meet their family's future financial needs / goals. Without any doubt everyone hopes for that. But how many of them plan and work towards the same? It is unfortunate that how many of them, first of all know how to prepare a financial plan and work towards the same?Schools and Colleges provide them excellent education to earn good amount of money, but nowhere it is taught how to manage their money to live well today and plan for their family's good financial future.Personal Financial Planning solves this problem. It helps you and your family to live well today and ensure your family's good financial future.Financial Planning is based on the fact that every individual has certain basic financial needs to meet at various stages of life such as getting married, buying assets, creating funds for children's higher education, daughter's wedding, and for a comfortable retirement life.To have a financial plan, you don't have to be mega-rich or to be old and approaching retirement. It does not matter how much you earn or what your age is.Financial planning enables you to develop strategies to achieve all your financial needs / goals and deal with unforeseen needs that may arise in life.The best part is that it ensures right amount of money is available at the right point of time in the future to achieve life goals.The flow of this course is designed for easy learning and clear understanding through step by step simple approach. It is like learning a, b,c, d…., no fuss.I have prepared a Financial Planning booklet in pdf format, and the charts in excel sheets for you to complete your Financial Planning for your family.
