Investment Banking and Financial Planning Essentials - Basics
100% Online
10 Hours
Learn by Yourself
Course Highlights
About the Program
The Investment Banking and Financial Planning Essentials program is designed to equip learners with critical knowledge and skills in financial decision-making, investment strategies, and life-cycle financial planning. It provides practical insights into managing wealth, analyzing portfolios, and achieving financial goals.
This course will,
- Introduction to Financial Planning
- Types of Goals
- Financial Planning Across the Life Cycle
- Introduction to Investment Banking
- Wealth Management and Portfolio Analysis
We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.
All the best!
In this module, you'll explore the meaning and concept of financial planning. Financial planning refers to setting and achieving financial goals by creating a comprehensive plan that considers an individual's or a household's current financial situation, future objectives, and the strategies needed to attain those goals. The key components of financial planning include budgeting, saving, investing, risk management, retirement planning, tax planning, and estate planning.
Slideshow: Financial Planning
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 1
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 2
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 3
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 4
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 5
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 6
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 7
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 8
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 9
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 10
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 11
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 12
In this module, we will delve into the fundamental concepts of investment banking and the broader financial system. Through comprehensive exploration, we aim to provide a solid foundation for understanding the crucial roles that investment banks play in the global economy. We will also examine the intricate interplay between investment banks, financial markets, and various entities within the financial ecosystem.
Slideshow: Introduction to Investment Banking & Financial System Part 13
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