Practice Exam
Certificate in Financial Planning

Certificate in Financial Planning

4.8 (98 ratings)
141 Learners
Take Free Test

 

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

 

Key Features

Accredited Certificate

Industry-endorsed certificates to strengthen your career profile.

Instant Access

Start learning immediately with digital materials, no delays.

Unlimited Retakes

Practice until you’re fully confident, at no additional charge.

Self-Paced Learning

Study anytime, anywhere, on laptop, tablet, or smartphone.

Expert-Curated Content

Courses and practice exams developed by qualified professionals.

24/7 Support

Support available round the clock whenever you need help.

Interactive & Engaging

Easy-to-follow content with practice exams and assessments.

Over 1.5M+ Learners Worldwide

Join a global community of professionals advancing their skills.

How learners rated this courses

4.8

(Based on 98 reviews)

63%
38%
0%
0%
0%

Reviews