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Certificate in Financial Planning

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Financial Planning


About Financial Planning
A financial plan is a document containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals. A financial plan may be created independently or with the help of a certified financial planner.

Why is Financial Planning important?
The many advantages of financial planning in business include:
•    Correctly managed cash flow.
•    Personal finances.
•    Achieving personal goals.
•    Clear retirement goals.
•    A secure retirement income.
•    Reduced risk.
•    Insurance.
•    Succession planning.

Who should take the Financial Planning Exam?
•    Finance Analysts
•    Finance professionals
•    Entrepreneurs
•    Innovators
•    Anyone who wants to assess their finance skills
•    Finance managers and senior executives
•    Finance consultants
•    Anyone interested in finance modelling
•    Students

Financial Planning Certification Course Outline

1. Financial Statements
2. Cash Flow
3. Fixed Capital Analysis
4. Capital Structure and Dividend Policy
5. Working Capital Analysis
6. Inventory Management
7. Cash Management Analysis
8. Foreign Exchange Orientation
9. Commodity Exchange
10. Financial Risk Management
11. Financial Controls


Certificate in Financial Planning FAQs

The result will be declared immediately on submission.

It will be a computer-based exam. The exam can be taken from anywhere around the world.

You have to score 25/50 to pass the exam.

No there is no negative marking

There will be 50 questions of 1 mark each

You will be required to re-register and appear for the exam. There is no limit on exam retake.

You can directly go to the certification exam page and register for the exam.