There is over 35 minutes of video content in the lessons below, including supporting PDF files for each video and an assessment at the end of the course.
What is Financial Planning and who is it for?
What do I need to consider when I start Financial Planning?
What are the six areas of Financial Planning?
30 Steps to preparing your own Financial Plan
Use our Premier Life Expenses Questionnaire to get an understanding of your current outgoings Today.
The course is designed to be simple and you can also assess what you have learned after each module.
The course is designed to educate employees on how to prepare their own Financial Plan
Beechgrove House . Strand Street . Tralee . Co. Kerry . V92 FH0K
Please Note: that the provision of this product or service does not require licensing, authorisation, or registration with the Central Bank of Ireland and, as a result, it is not covered by the Central Bank of Ireland's requirements designed to protect consumers or by a statutory scheme.