Personal Financial Planning Course (Online Only)

16 weeks
$33,000 - $87,000
Part Time


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Program Description

The SofTron Personal Financial Planning course is focused on the Ten steps to Financial Freedom.

Course Information

This course is great for anyone who is looking to understand the Basics of Personal Financial Planning.

The course contents are available only online and can be completed in 16 weeks for $195 plus tax and is tax deductible.

All exams are open-book and performed Online. Your receipts and Certificates are available from your Online Course account. The course content is updated on a continuous basis.

The Text Book is updated in July. You can request that the textbook be shipped to you during the online checkout process or call us at 1-877-SOFTRON and schedule a time for you to pick up the text book at one of our Softron offices.

Topics Covered

Step 1: Financial Planning Overview
Your Goals & Expectations
Priorities & Implementation Strategies
Step 2: Where to Start:
Initial Financial Assessment
How to Achieve Financial Success
Step 3: Where do You Stand?
Keeping Track of Monthly Income & Expenses
Assets & Laibilities
Step 4: Understanding Where you Stand Managing Debt & Credit Usage
Good Credit and Bad Debt
Creating And Using your Income Statement
Understanding And Monitoring Your Balance Sheet
Monitoring Net Worth
The Connection Between Income And Net Worth
Step 5: Where are you going Financially
What Are Your Life’s Desires?
Designing Your Ideal Budget
Your Shopping List
What Are Your Goals And Ongoing Desires?
Step 6: Implementing Financial Planning Systems
Successful Money Management Strategies
Determining And Creating Monthly Purchasing Commitments
Budget/Spending Notes
Potential Money Making Ideas
Business And Career Building Activities
The Spirit Of Giving
Earnings Allocation Strategy And Tracking
Step 7: Being Efficient with Your Financial Plan
Account Requisition
Working With Professional Advisers
Income Tax Guide
Business And Tax Expenses By Category
Statutory Filings
Step 8: Leaving your Legacy & Estate Planning
Your Legacy and Managing Risks
Insurance Coverage Summary
Insurance Needs Analysis
Preparing Your Will
Identifying Causes
Estate Information: A Record Of Your Affairs
Step 9: Building Wealth
Your Investment Personality Preferences
Evaluating Investment Risks
Minimizing Your Losses Before You Invest
Building an Investment Portfolio: Asset Allocation
Building an Investment Portfolio: Diversification
Building an Investment Portfolio: Returns Expectations
Step 10: Maintaining your Wealth
Investment Strategies and Selection
Investment Monitoring
Investment Transactions
Investment Portfolio Value Monitoring and Balancing

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