Tutorials
Session 1- Financial Planning Overview
Session 2- Financial Mathematics Part 1
Session 3- Financial Mathematics Part 2
Session 4- Understanding Asset Classes
Session 5- Insurance Planning
Session 6- Insurance Planning
Session 7- Investment Planning
Session 8- Risk, Return, Tax & Liquidity
Session 9- Technology in Financial Planning
Session 10- Client Servicing
Study Resourses

Session 1- Financial Planning Overview
Session 2,3- MS Excel and Financial Calculators
Excel Template- Session 2,3- MS Excel and Financial Planning
Session 4- Asset Classes and Allocation
Session 5- Insurance Planning
Session 6- Investment Planning
Session 7- Retirement Planning
Session 8- Risk, Return, Tax and Liquidity
Excel Template- Session 8- Personal Finance Ratios
Session 9- Technology for Wealth Management
Session 10- Client Servicing
Mock Test- Certificate in Financial Planning and Advisory (FPA)

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