FINANCIAL MANAGEMENT TRAINING

COURSE OBJECTIVE

After completing this course participants will be able to:

  • Understand various types of personalities and their financial needs
  • Recognize their financial goals and achieves them
  • Have better control on taxes they pay
  • Know basic concepts in financial planning
  • Analyzing the resources of the person
  • Grasp basic concepts in financial planning
  • Understand financial products for savers
  • Understand financial products for investors
  • Understand the psychographics and life cycle of the investors
  • Highlights the goals and investments objectives
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CORSE OVERVIEW

  1. 1. Introduction to financial planning
  • What is financial planning
  • Three steps in financial planning process
  1. 2. Analyzing the resources of the person
  • The income and expense statement
  • The budget
  • Why it is important to prepare budget carefully
  • Elements of balance sheet
  1. 3. Basic concept in financial planning
  • The time value of money
  • Diversification- “spreading risk”
  • Investment timing
  1. 4. Financial product for investors
  • Product options for investors
  • Common stock and preferred tock
  • Mutual funds
  • Commodities
  1. 5. Goals achievements, investments objectives & investments constraints
  • Types of goals
  • Investment objectives
  • Liquidity: real needs and perceived needs
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Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
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Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
Transformative Corporate Trainings Kenya
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