Course objective:

The “Financial Planning” course is designed to enable students to acquire basic skills in personal and organizational financial management. Students will learn how to create effective financial plans, make smart financial decisions, avoid excessive debt, and build a stable financial foundation to achieve their short- and long-term goals.

Program content:

1. Introduction
2. What is planning
3. Goals and objectives
4. Well beyond Financial Planning
5. Benefits of Financial Planning
6. Special events in life
7. Reasons to do Financial Planning
8. Reasons that can generate lack of control
9. Misconceptions about Financial Planning
10. Where does my money go?
11. Closure

Methodology:

The Financial Planning course is taught 100% online, with interactive classes and multimedia resources to make learning engaging and practical. Students will have access to video lessons, teaching materials, case studies and practical exercises that will help them apply the concepts learned in real-world situations.

Instructor:

The course was developed by Rosana Gomes, an experienced and qualified professional in the financial area with extensive expertise in corporate financial management and cash flow. Rosana Gomes is part of Treina Consultoria, a partner company of Wire EdTech Solutions. Treina was born in 2002, bringing to the internet the experience of more than 20 years in developing and applying face-to-face training for the main institutions in the financial market.

Target Audience:

This course is aimed at anyone interested in improving their financial planning skills, regardless of their level of prior knowledge. It is ideal for professionals who want to improve their financial skills for better management in their careers, entrepreneurs looking to optimize the financial management of their businesses, as well as for students and individuals looking to improve their personal financial management.

General Recommendations:

• Before starting the course, it is useful to have a basic understanding of mathematics and familiarity with using computers and the internet.
• Dedicate time regularly to participate in classes and complete the proposed activities to obtain the maximum benefit from the course.
• Apply the knowledge acquired in the course to your personal or professional financial life to obtain significant results.

About Instructors

Train Corporate Education

Treina Educação Corporativa develops and implements corporate education projects enhanced by the use of technology, according to the needs of our clients, whether simple or complex.