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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-planning-tutorials-canada/
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课程名称：财务规划教程 课程概述：本课程提供对财务规划的全面理解，包含超过31小时的视频讲座进行指导。我们将覆盖多个主题，包括： - 财务服务行业的咨询 - 财务规划流程 - 预算与借贷 - 税务、投资、退休与遗嘱 - 风险管理与人寿保险 - 加拿大的财务规划 - 财务规划的六个步骤 - 净资产规划与信用管理的一般策略 - 财务规划与抵押贷款 - 投资与税务规划 - 退休规划与保险 - 遗产规划与家庭法 - 小企业的财务规划 本课程还涵盖了在不同考试中测试的主题，包括： 1. 加拿大证券学院（CSI）举办的财务规划 I（FP I）课程 2. 加拿大证券学院（CSI）举办的财务规划 II（FPII）课程 3. 加拿大证券学院（CSI）举办的应用财务规划（AFP）认证考试 4. 财务规划标准委员会的认证财务规划（CFP）认证考试 该课程对正在进行个人财务规划课程的本科生或研究生，或在加拿大金融服务行业工作的人士也非常有帮助。您将学习关于加拿大证券行业及其监管环境的数据、影响投资表现的市场与经济事件，以及分析公司财务报表的技能。课程还将对固定收益、股票、管理产品和结构性产品等金融工具进行深入探讨，并包含费用账户和衍生品的内容。
This course provides a through understanding of Financial Planning. It has over 31 hours of video lectures to guide you. We would be covering topics like: Advising in the Financial Services IndustryThe Financial Planning ProcessBudgeting and BorrowingTaxes, Investments, Retirement and WillsRisk Management and Life InsuranceFinancial Planning in CanadaThe Six Steps of the Financial Planning ProcessNet Worth Planning and General Strategies to Manage CreditFinancial Planning and MortgagesInvestment and Tax PlanningRetirement Planning and InsuranceEstate Planning & Family LawFinancial Planning for Small BusinessIn this course we would be covering topics that are tested in different exams like 1. Financial Planning I (FP I) course conducted by Canadian Securities Institute (CSI)2. Financial Planning II (FPII) course conducted by Canadian Securities Institute (CSI)3. Applied Financial Planning (AFP) Certification Examination conducted by Canadian Securities Institute (CSI)4. Certified Financial planning (CFP) certification examination conducted by Financial Planning Standards Council This course would also be helpful if you are taking personal financial planning course in your under graduation or graduation or you are working in financial services industry in Canada You will also learn about the Canadian securities industry and the regulatory environment, market and economic events impacting investment performance, and to analyze corporate financial statements. We will undertake an investigation of financial instruments such as fixed income, equities, managed products and structured products. Fee based accounts and derivatives are also included in this course.
