Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.
The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.
The toolkit explains how to calculate several key financial planning related concepts, such as...
- Budget Planning
- Credit Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
Enrolment and Course Material
Since this learning aid has no formal assessment, a notice of course completion will not be sent to you. You will have access to learning material online for 12 months from the date of your enrolment.