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YouTube

Financial Planning Basics

via YouTube

Overview

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This course covers the basics of financial planning, including investing priorities, building an emergency fund, understanding different types of investments like equity funds and UITFs, analyzing the stock market, and creating a financial plan. The course aims to teach students how to manage their finances effectively, make informed investment decisions, and secure their financial future. The intended audience for this course is individuals who are new to financial planning or looking to enhance their knowledge in personal finance. The teaching method includes lectures, discussions, and practical exercises to apply the concepts learned.

Syllabus

Investing Priority: How To Invest When You Have Many Goals.
Usapang Life Insurance: Different Types of Life Insurance.
Getting Started: Build Your Emergency Fund First.
Equity Funds: What are Index trackers and actively managed funds?.
Usapang UITF: What are Unit Investment Trust Funds?.
Stock Market Analysis: Technical and fundamental analysis overview..
Mutual Fund Terms: Things you need to know when investing in mutual funds.
Life Insurance Terms: Defining commonly-used terms and phrases in life insurance..
Year-Ender: Financial Todo List for the End of the Year.
Usapang Stocks: Investing vs Trading the Market.
Checklist Before Investing.
When Can You Do a Lifestyle Upgrade?.
Investing Strategy: Principle of Matching.
Buying vs Renting: Which is Better for Where You Live?.
How to Create a Simple Financial Plan.
Emergency Fund or Life Insurance: Ano Ang Dapat Unahin?.
Securing Your Money During an Economic Downturn.

Taught by

Wealth Arki

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