Certificate of Achievement
has completed the following course:
Introduction to Personal Financial Planning
Chartered Insurance Institute
The Introduction to Financial Planning course outlined the basics of the financial planning and advice process. It described how to identify the different needs people have at different life stages and what is important when looking to meet those needs. It covered financial protection, savings and investment, retirement – both planning to retire and retiring – and leaving behind a Will, along with their associated products and considerations.
4 weeks, 2 hours per week
Alan Vallance
Chief Executive Officer
Chartered Insurance Institute
Transcript
Learning outcomes
- Describe the basic concepts of financial planning and how it fits within the financial services industry
- Describe how the industry protects and serves its customers.
- Explore people's protection needs and how they can be met
- Explore people's saving and investment needs and how they can be met.
- Explore the retirement needs people have and the opportunities for retirement planning.
- Report on the financial implications of wanting to plan for future generations.
Syllabus
- What the financial services industry is and how it can protect clients.
- What financial needs exist at the different stages of life and the importance of financial planning and advice in meeting those needs.
- Protecting the financial wellbeing of the individual and their family.
- Saving and investment methods.
- Retirement planning.
*Financial planning for after death.
Issued on 6th May 2024
The person named on this certificate has completed the activities in the transcript above. For more information about Certificates of Achievement and the effort required to become eligible, visit futurelearn.com/proof-of-learning/certificate-of-achievement.
This certificate represents proof of learning. It is not a formal qualification, degree, or part of a degree.