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Financial Planning & Investment Fundamentals

Personal financial planning is a process of mapping decisions for spending, borrowing, saving and investing in order to achieve financial goals. Personal financial planning and wealth building are two aspects of the same strategies. It’s no coincidence that those with a sound financial plans tend to building wealth. 

 

Take control of your Financial future & find out what Planning can do for you. The course will cover the personal financial planning concerns that are likely to affect all investors. Having an understanding of the issues will help you build an investment portfolio designed to achieve your goals.

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Financial Planning & Investment Fundamentals

Personal financial planning is a process of mapping decisions for spending, borrowing, saving and investing in order to achieve financial goals. Personal financial planning and wealth building are two aspects of the same strategies. It’s no coincidence that those with sound financial plans tend to build wealth. 

 

Take control of your Financial future & find out what Planning can do for you. The course will cover the personal financial planning concerns that are likely to affect all investors. Having an understanding of the issues will help you build an investment portfolio designed to achieve your goals.

  • Financial Literacy, You will learn the steps investors can take to lower risk, diversify, and add flexibility in their family investment planning. 

  • Financial Planning, Learn to Improve your finances and understand the factors you must consider to build an Investment Portfolio that is appropriate for your investor profile.

  • Investment Portfolio, Invest using fractional shares, commission free trades, dollar based investing, auto rebalancing, no investment minimums, & tax loss harvesting.


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