Financial accounting, planning, analysis and reporting

This course is designed to help users to analyze and report their finances by discussing many topics.

About this Course

This course is designed to help users to analyze and report their finances by discussing many topics. Basic concepts of financial planning, goal setting, and maximizing assets as well as the types of personalities and their investment profiles along with the various stages in the life cycle of an investor are discussed. An in-depth discussion of investing strategies is provided, including various instruments suitable for both savers and investors. The course also provides strategies for reducing tax burden, and building a model portfolio that suits your risk and return profile.

Course objective

Knowing basic concepts in financial planning
Analyzing various financial products for savers and investors
Understanding various types of personalities and their financial needs
Recognizing your financial goals and achieving them
Having better control on taxes you pay
Building a finance portfolio suiting your needs

Course Methods

This interactive Training will be highly interactive, with opportunities to advance your opinions and ideas and will include;
Lectures
Workshop & Work Presentation
Case Studies and Practical Exercise
Videos and General Discussions

Course Outline