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Content Provider

FIN2U DIGITAL SDN. BHD.

Trainer Name

Alex Yeoh (Fin2u Academy)

Skill Area

Financial Services and Financial Technologies

Reviews

4.9 (4 Rating)

Course Requirements

  • Suitable for any individual
  • For those who want to know about financial planning
  • For those who want to learn to manage his/her own finances better

Course Description

What is financial planning? The word “financial planning” is by no means complicated. I will share with you the six simple (and important) financial planning steps here. Yes, it’s simple actually! Sub-topics of the course:

Sub-topics of the course:

  • Introduction
  • What is Financial Planning?
  • Where does my money goes?
  • Step 1: ‘Know Your Money’ (KYM)
  • Step 2: The Money Equation
  • Step 3: Learn how to SPEND
  • Step 4: Learn how to ALLOCATE
  • Step 5: Review & Adjust
  • Step 6: Learn, Learn, Learn… and conclusion…


Happy learning by way of watching @@

Course Outcomes

  • Understand the concept of financial planning
  • Know the 6 simple steps of financial planning
  • A learner can straight away apply the steps to his/her daily lives

Course Curriculum

1 Mentor introduction


1 Is it a bird? Is it a plane? It’s financial planning…


1 A classic story where does our money goes to each month


1 Step 1: ‘Know Your Money’ (KYM)


2 Step 2: The Money Equation


3 Step 3: Learn how to SPEND


4 Step 4: Learn how to ALLOCATE


5 Step 5: Review & Adjust


6 Step 6: Learn, Learn, Learn… and conclusion…


Learner Feedback

6 Simple Steps to Kick Start your Financial Planning Journey

5

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