IfFP China | CJWM - Financial Planning
Audience
College students or have entered the workplace, no financial experience, willing to learn to improve their wealth management ability of social groups
Curriculum Content（2 Days）
Budget (income and expenses)
• Budget framework
• Expenses you enjoy
• Expenses you cannot avoid (tax, insurance, health care, rental etc.)
• Income sources
• Assess and optimize your budget: increase the income, save expenses
• Budget framework
• Expenses you enjoy
• Expenses you cannot avoid (tax, insurance, health care, rental etc.)
• Income sources
• Assess and optimize your budget: increase the income, save expenses
Balance Sheet (assets and liabilities, net wealth)
• Balance sheet framework
• Characteristics of each asset position
• Characteristics of each liability position
• Assess and optimize your balance sheet
• Balance sheet framework
• Characteristics of each asset position
• Characteristics of each liability position
• Assess and optimize your balance sheet
Personal financial plan
• Life goals
• Wealth goals
• Develop your own financial plan