Financial Planning
About Financial Planning
A
financial plan is a document containing a person's current money
situation and long-term monetary goals, as well as strategies to achieve
those goals. A financial plan may be created independently or with the
help of a certified financial planner.
Why is Financial Planning important?
The many advantages of financial planning in business include:
• Correctly managed cash flow.
• Personal finances.
• Achieving personal goals.
• Clear retirement goals.
• A secure retirement income.
• Reduced risk.
• Insurance.
• Succession planning.
Who should take the Financial Planning Exam?
• Finance Analysts
• Finance professionals
• Entrepreneurs
• Innovators
• Anyone who wants to assess their finance skills
• Finance managers and senior executives
• Finance consultants
• Anyone interested in finance modelling
• Students
Financial Planning Certification Course Outline
1. Financial Statements
2. Cash Flow
3. Fixed Capital Analysis
4. Capital Structure and Dividend Policy
5. Working Capital Analysis
6. Inventory Management
7. Cash Management Analysis
8. Foreign Exchange Orientation
9. Commodity Exchange
10. Financial Risk Management
11. Financial Controls