Personal Financial Planning course curriculum

As a personal financial planner, you may help people save for their kids' college education, create budgets, evaluate investments, and more. And these diverse responsibilities are an important part of planning roles in banks, insurers, accounting firms, or even your own private consulting business. That's why our Personal Financial Planning course curriculum is designed to be not only comprehensive but also applicable to almost any professional finance setting.

Curriculum Lessons

Personal Financial Planning Orientation

In this course, you’ll examine the goals and values of Ashworth College, time management, creating a realistic weekly and monthly study schedule, the nature and purpose of assessments, how to study effectively to prepare for and take an online examination, and developing the skill sets necessary for success in the twenty-first century. You’ll also review the skills needed to initiate your own business, including positioning, marketing, investing, and obtaining financing.

By the end of this course, you’ll be able to do the following:

Identify skills needed to be a confident and independent online learner.
Recognize the qualities and skills required of a successful entrepreneur.

Lesson Group 1: Personal Financial Planning

This course provides a fundamental understanding of financial planning. You’ll learn how to develop a solid financial plan based on your goals using a variety of tools and documents. You’ll also review common financial planning topics such as liquid assets, loans, insurance, stocks and bonds, investments, and retirement planning.

By the end of this course, you’ll be able to do the following:

Identify the components of a sound financial plan.
Recognize the tools used for budgeting and financial planning.
Describe best practices for managing liquid assets, credit and consumer loans, retirement accounts, and estates and trusts.
Differentiate between types of insurance, investments, and funds.

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Program Description

The Personal Finance Planning certificate program is designed to provide you with the knowledge of the basic skills needed to become a personal financial planner. You’ll learn how to develop a financial plan using various budgeting and financial planning tools and documents. Additionally, you’ll familiarize yourself with topics that impact personal finance, including liquid assets, loans, mutual funds, retirement accounts, and estates and trusts.

Program Objectives

After completing the Personal Finance Planning certificate program, you’ll be able to:

Assess the personal financial planning process, the life cycle of financial plans, and methods of goal achievement.
Formulate a budget, record-keeping system, and tax planning strategy based on current financial goals.
Develop a cash management strategy and a plan to facilitate the home or automobile buying process.
Establish a plan to effectively avoid credit problems and protect yourself against credit card fraud.
Evaluate life, health, and property insurance policies to identify the best policies for your needs at the lowest cost.
Design a diversified investment portfolio that addresses several different investment objectives.
Differentiate between open- and closed-end mutual funds, exchange-traded funds, and direct or indirect real estate investments.
Create a financial plan that covers your income needs in retirement and helps protect you and your estate.

Investing in your finance career

Ashworth College's API Program Name Career Diploma program helps you develop the confidence you need to reach for your career goals because we integrate job search prep into your studies. With the online tools at the Ashworth College Central Network, you’ll get step-by-step guidance as you create polished, professional resumes and letters. After you graduate, you’ll keep your Ashworth College Central Network account so you can revisit the tools any time you need to make a good impression on a potential employer. Learn more about it at the Career Services page.