
Personal Financial Planning
A professional training course on wealth management, risk mitigation, entity structuring, tax planning, and retirement strategy. Directed by Florea Hugo.
“Florea is a seasoned forensic accounting and corporate compliance expert with over 15 years of experience at Deloitte and PwC. She specializes in corporate investigation, anti-corruption risk management, and comprehensive financial planning.”
View Consultant ProfileSelect any chapter to begin learning!
Lessons & Chapters
1. CHAPTER 1: INTRODUCTION TO PERSONAL FINANCIAL PLANNING
Brandon Perry, CFA®, CFP®, ChFC® President, Perry Investment Management, LLC 512-524-6616 brandon@perryim.com
2. CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS
Study guide and slides for CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS.
3. CHAPTER 19: ETHICAL RESPONSIBILITIES
Study guide and slides for CHAPTER 19: ETHICAL RESPONSIBILITIES.
4. Chapter 2: External Environmental Analysis
Study guide and slides for Chapter 2: External Environmental Analysis.
5. CHAPTER 14: BUSINESS ENTITIES
Study guide and slides for CHAPTER 14: BUSINESS ENTITIES.
6. CHAPTER 3: COMMUNICATION, BEHAVIORAL FINANCE, AND INTERNAL ENVIRONMENTAL ANALYSIS
Study guide and slides for CHAPTER 3: COMMUNICATION, BEHAVIORAL FINANCE, AND INTERNAL ENVIRONMENTAL ANALYSIS.
7. CHAPTER 4: PERSONAL FINANCIAL STATEMENTS (PREPARATION AND ANALYSIS)
Study guide and slides for CHAPTER 4: PERSONAL FINANCIAL STATEMENTS (PREPARATION AND ANALYSIS).
8. CHAPTER 6: TIME VALUE OF MONEY
Study guide and slides for CHAPTER 6: TIME VALUE OF MONEY.
9. CHAPTER 7: EDUCATION FUNDING
Study guide and slides for CHAPTER 7: EDUCATION FUNDING.
10. CHAPTER 8: AN INTRODUCTION TO INSURANCE AND RISK MANAGEMENT
Study guide and slides for CHAPTER 8: AN INTRODUCTION TO INSURANCE AND RISK MANAGEMENT.
11. CHAPTER 9: MANAGING LIFE, HEALTH, AND DISABILITY RISKS
Study guide and slides for CHAPTER 9: MANAGING LIFE, HEALTH, AND DISABILITY RISKS.
12. CHAPTER 10: PERSONAL PROPERTY AND LIABILITY INSURANCE
Study guide and slides for CHAPTER 10: PERSONAL PROPERTY AND LIABILITY INSURANCE.
13. CHAPTER 12: INTRODUCTION TO INVESTMENT CONCEPTS
Study guide and slides for CHAPTER 12: INTRODUCTION TO INVESTMENT CONCEPTS.
14. CHAPTER 12A: FIXED-INCOME SECURITIES
Study guide and slides for CHAPTER 12A: FIXED-INCOME SECURITIES.
15. CHAPTER 12B: SUPPLEMENT B: EQUITY SECURITIES
Study guide and slides for CHAPTER 12B: SUPPLEMENT B: EQUITY SECURITIES.
16. CHAPTER 12-C: MUTUAL FUNDS
Study guide and slides for CHAPTER 12-C: MUTUAL FUNDS.
17. CHAPTER 13: INDIVIDUAL INCOME TAX AND TAX PLANNING
Study guide and slides for CHAPTER 13: INDIVIDUAL INCOME TAX AND TAX PLANNING.
18. CHAPTER 17: INTRODUCTION TO ESTATE PLANNING
Study guide and slides for CHAPTER 17: INTRODUCTION TO ESTATE PLANNING.
19. CHAPTER 18: THE PRACTICE OF FINANCIAL PLANNING
Study guide and slides for CHAPTER 18: THE PRACTICE OF FINANCIAL PLANNING.
20. CHAPTER 11: Social Security and Other Social Insurance
Study guide and slides for CHAPTER 11: Social Security and Other Social Insurance.
21. CHAPTER 15: INTRODUCTION TO RETIREMENT PLANNING
Study guide and slides for CHAPTER 15: INTRODUCTION TO RETIREMENT PLANNING.
22. CHAPTER 16: BASIC RETIREMENT PLANS
Study guide and slides for CHAPTER 16: BASIC RETIREMENT PLANS.