Financial Planning
Refreshed May 2024 | CPD time: 1 Hour 30 Minutes
Financial planning plays a significant role in helping individuals get the most out of their money. This module is intended as an introduction to the principles of financial planning. It provides an overview of the financial planning process, key pieces of terminology relating to the process and the regulatory framework which governs it.
1. Introduction and Background
2. Related Activities
3. The Financial Plan
4. Cashflow Planning and Modelling
5. Behavioural Finance and Risk
6. The Regulatory Framework and The Future Landscape
Module Test