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READ
NEWSLETTERS
WATCH
RX – NAVIGATE WITH FINNOVATE
FINNFIT WEBINARS
MEDICAL MONARCH
TESTIMONIALS
FINNVERSITY
COURSES
EVENTS
COMMUNITY
FORUMS
TERMS & CONDITIONS
PRIVACY POLICY
ABOUT US
CONTACT US
Wealth Rx: Financial Planning & Investment Strategies
Curriculum
7 Sections
28 Lessons
7 Weeks
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Module 1: All About Financial Planning For Achieving Your Goals
5 items
1.1
Pre Read Session 1
1.2
Main Content for Session 1
1.3
Post-read for Session 1
1.4
Session 1 – Quiz
10 Questions
1.5
Recording of Session 1
3 Hours
Module 2: How To Grow Your Practice While Saving Taxes
5 items
2.1
Pre-read for Session 2
2.2
Main Content 2
2.3
Post-read for Session 2
2.4
Session 2 – Quiz
8 Questions
2.5
Recording of Session 2
Module 3: Overview Of All Asset Classes and Basics Of Investing in Mutual Funds
5 items
3.1
Pre-read for Session 3
3.2
Main Content 3
3.3
Post-read for Session 3
3.4
Recording of Session 3
3.5
Session 3 – Quiz
13 Questions
Module 4 Basics of Fundamental Analysis of Stocks
5 items
4.1
Pre-read for Session 4
4.2
Main Content 4
4.3
Post-read for Session 4
4.4
Session 4 – Quiz
10 Questions
4.5
Recording of Session 4
Module 5: Basics of Technical Analysis of Stocks
5 items
5.1
Pre-read for Session 5
5.2
Main Content 5
5.3
Post-read for Session 5
5.5
Session 5 Recording
5.6
Session 5: Quiz
12 Questions
Module 6: Loans, Insurance, Legacy: Managing Risk & Wealth Transfer
8 items
6.1
Pre-read for Session 6
6.2
Main Content: Loans
6.3
Main Content: Health Insurance
6.4
Main Content: Term Insurance
6.5
Main Content: Estate Planning
6.6
Post-read for Session 6
6.7
Session 6: Recording
6.8
Session 6: Quiz
20 Questions
Module 7: Instilling The Right Financial Habits - Recap Of The Course
1 item
7.1
Session 7: Recording
Recording of Session 2
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