課程介紹

National credit card debt reached a peak of $1.022 trillion in April 2008 That’s an average of $8,299 in credit card debt per household. That was more than a third (38 percent) of total U.S. consumer debt.

Today, the average American home has over

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哪些人適合這堂課？

• Small Businesses
• Entrepreneurs
• Home Owners

學習目標

• Plan for lucrative opportunities
• Plan for unexpected emergencies
• Understand the power of Compound Interest

課程介紹

Looking to boost your income as a financial analyst?   

Willing to acquire valuable skills that will set you aside from the competition?   

You’ve come to the right place!   

Financial Planning & Analysis: Building a Company’s Budget from Scratch 

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哪些人適合這堂課？

• People Who Want a Successful Career in Finance
• Anyone Who Wants to Learn How to Create a Corporate Budget
• People who are ambitious and want to learn faster than their peers

學習目標

• Prepare a Company’s Budget from Scratch
• Learn to differentiate between Top-Down and Bottom-up Techniques
• Prepare the Revenue Budget of a Company
• Project a Company’s Planned Level of Production
• Calculate Net Cash Flow
• Project Various Types of Expenditures
• Estimate Working Capital Needs
• Carry out a Fixed Asset Rollforward
• Build an Integrated Financial Model
• Learn to Build Financial Statements in Excel

課程介紹

Personal Capital is currently a free software that can connect to financial institutions, pulling in financial asset and liability balances, as well as transaction detail, into one location.

The strong areas of benefit of using Personal Capital soft

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哪些人適合這堂課？

• Anybody who wants a tool to help with financial management
• Accountants and bookkeepers who want to compare a financial management tool to accounting software

學習目標

• What the Personal Capital Software is and how it can be used
• How Personal Capital Software compares to other accounting and financial management software
• How to access and set up the free software
• How to use financial data to create an income statement
• The benefits of having net worth or balance sheet data in one location
• How to access and use investment tools and analysis
• How to use the financial planning tools like a retirement planner
• How to use a home appraisal tool
• How to add non financial institution assets and liabilities to make the net worth or balance sheet more complete

課程介紹

Bestselling and Highest Rated CFA® courses on Udemy!

(for 2021 and 2022 CFA® Level I exam)

The CFA® program is rewarding but gruelling. The majority of candidates fail the exam. In order to pass, you are going to need much more than summaries or cr

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哪些人適合這堂課？

• This course is for CFA Level 1 Candidates
• This course is for people who are interested in the CFA Program

學習目標

• Calculate and interpret portfolio standard deviation
• Understand the theory behind investor’s optimal portfolio
• Differentiate between capital allocation line (CAL) and capital market line (CAL)
• Understand the difference between systematic risk and unsystematic risk
• Calculate and interpret a stock’s beta
• Apply CAPM and Security Market Line (SML)
• Calculate and interpret the Sharpe ratio, Treynor ratio, M-squared , and Jensen’s alpha.
• Understand the major components of an Investment Policy Statement (IPS)
• Plan and construct an investment portfolio
• Risk management, risk budgeting, and measuring risk
• Understand the various methods to modify a risk
• Understand how Fintech is applied in investment management (Robo-advisors, automated trading)
• Understand Big Data, AI and Machine Learning
• Understand the technology behind distributed ledgers and Blockchain

課程介紹

Why take our Certification to Become a Financial Planning Coach by Holistic Coach Academy Course?

What will a Financial Planning Coach Certificate and Accreditation + Credentials + Financial Planning Coach Directory Listing for Level 2 Grads do for

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哪些人適合這堂課？

• You are a financial professional looking for a new approach to use with your clients.
• You are currently a life coach, business coach, marriage coach, relationship coach or transformation coach looking for a new coaching program to use with your clients who struggle in the area of personal finances.
• We invite you to read the course description to take our Holistic Financial Planning Coach Certification Course Self-Assessment before joining.

學習目標

• September 2021 Updated + Level 2 Certification Bonus $1791 We Cover (Read Description) Work as a Coach while Training with Level 2 Coaching Practicums.
• Financial Planning Assessment, Done-For-You Financial Planning Coaching Sessions Plus a Plan to Enroll Clients & Run Financial Planning Coaching Sessions.
• Financial Planning Coaching Training using Proprietary Holistic System Designed to Guide you to Fearlessly and Confidently Coach Anyone Starting Today.
• Save Time and Expenses Training in Marketing Fundamentals to Empower Your Holistic Financial Planning Coaching Practice Using Practical and Free Solutions.

課程介紹

Course description

Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)
Let the money work for you while you focus on enjoying your life.

Course O

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哪些人適合這堂課？

• Those who are saving for their children’s college education.
• Those who are currently investing for retirement and want to learn more.
• Those who want to learn the real cost of working.

學習目標

• Calculate your net worth.
• Create a monthly budget.
• Create a personal savings plan.
• Understand specific investment strategies.
• Have your questions answered about investing.
• Know how much and where to save for various goals
• Get an Excel model for your future reference as well.

課程介紹

Wealth Management Certification Program – Course Description  (This course is about 20-25 hours of reading and advanced learning)

This course is an introduction to Introduction to Financial Planning & Wealth. Topics in this class include wealth mana

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哪些人適合這堂課？

• Bankers, Insurance Professionals, Risk Managers, Stock Brokers, and Investment Bankers

學習目標

• Wealth Management including: Investing, Economics, Taxation, Estate Planning, Banking, Financial Planning and Retirement
• Those who complete the course will be eligible for Certification

課程介紹

We would be covering topics like :

Advising in the Financial Services Industry

The Financial Planning Process

Budgeting and Borrowing

Taxes, Investments, Retirement and Wills

Risk Management and Life Insurance

Financial Planning in Canada

The

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哪些人適合這堂課？

• Aspiring financial planning professionals and people working in banking / financial services
• Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
• Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
• Students studying financial planning in grad / under grad

學習目標

• In this course we would be covering topics like
• Advising in the Financial Services Industry
• The Financial Planning Process
• Budgeting and Borrowing
• Taxes, Investments, Retirement and Wills
• Risk Management and Life Insurance
• Financial Planning in Canada /The Six Steps of the Financial Planning Process
• Financial Planning and Mortgages
• Investment and Tax Planning /Retirement Planning and Insurance
• Estate Planning & Family Law / Financial Planning for Small Business

課程介紹

When faced with money challenges the go to answer for most entrepreneurs is “Make more money”

This course is not about how to make more money. Instead this course will teach you a simple to implement 3-step solution that will help stabilize the mone

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哪些人適合這堂課？

• anyone building a business that is having challenges with the changes in their income month to month
• Anyone with an established business and feeling like they are not using their money effectively
• Anyone in business that is forgetting to pay themselves or wondering if their business will ever support them

學習目標

• Take Charge of Cash Flow with an easy-to-implement solution
• Cover Business Expenses and pay yourself with a proven system
• Organize Your Bank Accounts to better control money flow

課程介紹

The purpose of this course is to impart basic knowledge of the Indian securities markets & various strategies to deal with Intraday & Delivery trades in the stock market. This course has all the necessary charts which are required to analyze any stoc

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哪些人適合這堂課？

• Students
• Professionals
• Stock Traders
• Retired Persons
• Businessman
• Self employed
• Homemaker

學習目標

• Participants of Indian Stock market & their functions.
• Technical analysis & Price movements of stocks.
• How to read Candle Chart Diagram.
• Primary markets & Secondary markets.
• Reading Charts like Bollinger bands, CCI Chart, RoC chart Stockhastics Charts,RSI Indicators etc.
• 14 Strategies for Intraday Trading to maximize your profits.
• Reading Trend Analysis- Momentum trend, Reversal Trading strategy, Gap & go Strategy, Bull flag strategy, Pullback & Breakout trading Strategy.
• Understand Futures & options in derivatives.
• Understand Hedging strategies- Long & Short Straddle, Strip & Strap, Bull Call/put Strategy, Long & Short Strangle, Butterfly strategy & Collar strategy.
• Financial planing to maximize your return from the securities market.