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Financial Planning

Personal Financial Planning

A professional training course on wealth management, risk mitigation, entity structuring, tax planning, and retirement strategy. Directed by Florea Hugo.

Florea Hugo
Course DirectorFlorea HugoCPAForensic Accounting & Compliance

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.

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Overall Progress
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Select any chapter to begin learning!

Course Achievements0 / 5 Badges Earned
Planning NoviceRead your first page
Risk AnalystComplete Chapter 6 (Risk Management)
Tax StrategistComplete Chapter 10 (Tax Planning)
Retirement GuruComplete Chapter 13 (Retirement Plans)
Master PlannerComplete all 22 chapters!

Lessons & Chapters

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1. CHAPTER 1: INTRODUCTION TO PERSONAL FINANCIAL PLANNING

Brandon Perry, CFA®, CFP®, ChFC® President, Perry Investment Management, LLC 512-524-6616 brandon@perryim.com

9 pages • 9 sectionsStart
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2. CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS

Study guide and slides for CHAPTER 5: ESTABLISHING FINANCIAL DIRECTION: THE FINANCIAL PLANNING PROCESS.

9 pages • 9 sectionsStart
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3. CHAPTER 19: ETHICAL RESPONSIBILITIES

Study guide and slides for CHAPTER 19: ETHICAL RESPONSIBILITIES.

4 pages • 4 sectionsStart
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4. Chapter 2: External Environmental Analysis

Study guide and slides for Chapter 2: External Environmental Analysis.

22 pages • 22 sectionsStart
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5. CHAPTER 14: BUSINESS ENTITIES

Study guide and slides for CHAPTER 14: BUSINESS ENTITIES.

10 pages • 10 sectionsStart
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6. CHAPTER 3: COMMUNICATION, BEHAVIORAL FINANCE, AND INTERNAL ENVIRONMENTAL ANALYSIS

Study guide and slides for CHAPTER 3: COMMUNICATION, BEHAVIORAL FINANCE, AND INTERNAL ENVIRONMENTAL ANALYSIS.

14 pages • 14 sectionsStart
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7. CHAPTER 4: PERSONAL FINANCIAL STATEMENTS (PREPARATION AND ANALYSIS)

Study guide and slides for CHAPTER 4: PERSONAL FINANCIAL STATEMENTS (PREPARATION AND ANALYSIS).

25 pages • 25 sectionsStart
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8. CHAPTER 6: TIME VALUE OF MONEY

Study guide and slides for CHAPTER 6: TIME VALUE OF MONEY.

18 pages • 18 sectionsStart
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9. CHAPTER 7: EDUCATION FUNDING

Study guide and slides for CHAPTER 7: EDUCATION FUNDING.

17 pages • 17 sectionsStart
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10. CHAPTER 8: AN INTRODUCTION TO INSURANCE AND RISK MANAGEMENT

Study guide and slides for CHAPTER 8: AN INTRODUCTION TO INSURANCE AND RISK MANAGEMENT.

18 pages • 18 sectionsStart
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11. CHAPTER 9: MANAGING LIFE, HEALTH, AND DISABILITY RISKS

Study guide and slides for CHAPTER 9: MANAGING LIFE, HEALTH, AND DISABILITY RISKS.

24 pages • 24 sectionsStart
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12. CHAPTER 10: PERSONAL PROPERTY AND LIABILITY INSURANCE

Study guide and slides for CHAPTER 10: PERSONAL PROPERTY AND LIABILITY INSURANCE.

22 pages • 22 sectionsStart
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13. CHAPTER 12: INTRODUCTION TO INVESTMENT CONCEPTS

Study guide and slides for CHAPTER 12: INTRODUCTION TO INVESTMENT CONCEPTS.

38 pages • 38 sectionsStart
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14. CHAPTER 12A: FIXED-INCOME SECURITIES

Study guide and slides for CHAPTER 12A: FIXED-INCOME SECURITIES.

14 pages • 14 sectionsStart
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15. CHAPTER 12B: SUPPLEMENT B: EQUITY SECURITIES

Study guide and slides for CHAPTER 12B: SUPPLEMENT B: EQUITY SECURITIES.

15 pages • 15 sectionsStart
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16. CHAPTER 12-C: MUTUAL FUNDS

Study guide and slides for CHAPTER 12-C: MUTUAL FUNDS.

13 pages • 13 sectionsStart
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17. CHAPTER 13: INDIVIDUAL INCOME TAX AND TAX PLANNING

Study guide and slides for CHAPTER 13: INDIVIDUAL INCOME TAX AND TAX PLANNING.

11 pages • 11 sectionsStart
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18. CHAPTER 17: INTRODUCTION TO ESTATE PLANNING

Study guide and slides for CHAPTER 17: INTRODUCTION TO ESTATE PLANNING.

31 pages • 31 sectionsStart
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19. CHAPTER 18: THE PRACTICE OF FINANCIAL PLANNING

Study guide and slides for CHAPTER 18: THE PRACTICE OF FINANCIAL PLANNING.

9 pages • 9 sectionsStart
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20. CHAPTER 11: Social Security and Other Social Insurance

Study guide and slides for CHAPTER 11: Social Security and Other Social Insurance.

16 pages • 16 sectionsStart
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21. CHAPTER 15: INTRODUCTION TO RETIREMENT PLANNING

Study guide and slides for CHAPTER 15: INTRODUCTION TO RETIREMENT PLANNING.

13 pages • 13 sectionsStart
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22. CHAPTER 16: BASIC RETIREMENT PLANS

Study guide and slides for CHAPTER 16: BASIC RETIREMENT PLANS.

15 pages • 15 sectionsStart