Financial Planner Training
About Course
Financial Planner Training: Take A Smart Approach to Financial Planning!
Outlining your finances, investments, and other assets to achieve your financial goals is referred to as financial planning. This entails developing an entire financial model and calculating cash flow, profit and loss, staffing projections, and cash flow. As a result of taking this Financial Planner Training course, you will be able to demonstrate your expertise in financial planning to banks and investors. Additionally, it will help you organise your personal finances.
As a result of completing this course, you will be prepared to draft a solid business plan that will impress investors and banks.
After Completing The Course, You Will:
- Learn how to identify potential revenue drivers
- Find out what numbers investors care about, and why
- Identify the types of costs to be included in the expense model
- Identify a target gross margin for the business
- Find out what cash flow positive means, and how to predict when it will arrive
- Understand the difference between aggressive and conservative cash flow projections
- Dedicated Student Support
- Absolute Mobile compatibility
- Best Learning Experience on World’s Best LMS
- Flexible Study Opportunities
- Certification upon Course Completion
Course Design
You can take this [su_post post_type=”course”] Online Course at your own pace because it is designed to be flexible. There are multiple modules in the course, so that you can complete it according to your schedule. To make it easier for you to grasp the ideas, the topics are arranged in an orderly fashion. You will be assessed to ensure that you understand the material. You can access our courses on any smart device or through the web.
Assessment
The [su_post post_type=”course”] Course features an online multiple-choice assessment test at the end of the course to assess learners’ ability and knowledge to understand the topics. This online multiple-choice test will result in an immediate grade, so you’ll know if you passed right away.
Certification & Transcript
After completing the course, you will be able to obtain* a Certificate of Completion from SkillArts. This certificate will serve as proof that you have successfully completed the course. You will also be able to apply for an Academic Transcript that will outline the lessons covered in this [su_post post_type=”course”] Course.Â
 If you obtain a certificate from us, you can include it in your portfolio of evidence and use it for interviews in an employment or academic environment. By scanning the QR code on the certificate and entering the certificate code on our website, your employer can verify the certificate.
*Prices apply
Example Certificate & Transcript
Career Opportunities
By providing you with all the necessary guidelines, knowledge, and an online certificate of completion, this [su_post post_type=”course”] Course will ease your way up the career ladder. You’ll learn how to succeed in your dream job, get that promotion, or start up the business you’ve always dreamed of.
Course Content
Creating a Robust Financial Plan – Part 1 – The Fundamentals
Financial Concepts Covered
Justifying Your Financials
Why Financials Matter
Keys to Success
Why Are Financials Important to Investors
Why Businesses Fail
Financial Challenges of Entrepreneurs
Financial Resolve
Financial Projections Top-Down
Financial Projections Bottom-Up
Advantages and Disadvantages of Top-Down vs Bottom-Up
Revenue Models
Financial Statements
Make Your Financials Believable
Revenue Models Explained
Financial Worksheets Overview
The Revenue Worksheet
The Four Pricing Models
When to Count Your Revenue
Your Revenue Model
The Revenue Worksheet – Walk-Through
The Revenue Worksheet Unit Based Model
The Revenue Worksheet Billing Based Model
The Revenue Worksheet The Subscription Recurring Revenue Model
Your Staffing Model
Employee ROI
Staffing Classifications
Working with the Staffing Worksheet
Inputting Contractors
Employee Overhead
Expense Worksheet Explained
Income Statement and Cash Flow Considerations
Income Statement (P&L) Basics
Income Statement (P&L) Tells a Story about Your Business
5 Key Areas of an Income Statement (P&L)
Income Statement (P&L) Inputs
The Cash Flow Statement Worksheet
Modeling Styles Aggressive, Conservative, and Most Likely
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Student Ratings & Reviews
