Complete your purchase

Course curriculum

  • 1

    Welcome to the course!

    • How to navigate this course

    • Before we begin...

  • 2

    FINANCIAL PLANNING FUNDAMENTALS

    • 242557 - Research theories of behavioural economics and behavioural finance to explain the influence of emotion on financial decisions

    • Assignment 242557 -Research theories of behavioural economics and behavioural finance to explain the influence of emotion on financial decisions

    • 230077 - Describe the financial life cycle of an individual and how this influences financial decisions

    • Assignment 230077 - Describe the financial life cycle of an individual and how this influences financial decisions

    • 242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios

    • Assignment 242590 - Apply knowledge and skills to explain the application of structured long term insurance portfolios

    • 242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution

    • Assignment 242573 - Determine the needs and wants of an entity in order to propose an appropriate financial solution

    • 230071 - Apply basic economic principles to the financial services sector

    • Assignment 230071 - Apply basic economic principles to the financial services sector

  • 3

    Next steps

    • More resources for you

    • Before you go...

    • Please give a reflection on the below items in relation to your training sessions.

Complete your purchase