University certificate
The world's largest school of business”
Syllabus
TECH works with the Relearning teaching methodology. This means that the most important Financial Planning concepts are repeated progressively throughout the syllabus. This allows the student to learn them in a natural way, reducing the number of study hours. In addition, these contents will be available 24 hours a day, making it easier to combine work and personal life.
Enroll and delve into capital accumulation plans so you can offer your clients what best suits their income level”
Syllabus
The most demanding financial reality requires leaders adapted to the new economic paradigms, with up-to-date tools and improved investment skills.
In this sense, the syllabus of this Postgraduate certificate addresses Financial Planning from the point of view of current needs. Emphasizing services such as retirement planning and inheritance management, among others.
Nevertheless, the program does not only focus on the theory related to Financial Planning. But also, on the development of transversal competencies and distinctive leadership. Going beyond the basic skills necessary and indispensable in today's labor market.
To this end, a variety of case studies and simulated scenarios are presented. In which students will develop their managerial and organizational skills to become first-line team managers.
A plan aimed at professionals interested in leading and managing workforces, a unique opportunity to enhance managerial and organizational skills. Understanding the needs of today's market and specializing in exceeding them by far.
This Postgraduate certificate takes place over six week and consists of one module:
Module 1. Financial Planning
A unique, key, and decisive educational experience to boost your professional development and make the definitive leap"
Where, When and How is it Taught?
TECH offers students the opportunity to take this Postgraduate certificate in Financial Planning entirely online. Over the 6 weeks of the specialization, the student will be able to access all the contents of this program at any time, which will allow the students to self-manage their study time.
Module 1. Financial Planning
1.1. Financial Advice
1.1.1. Individual Advice
1.1.2. Dependent Advice
1.1.3. Portfolio Management
1.2. Basic Principles for Retirement Planning
1.2.1. How Long Do I Have to Quote?
1.2.2. How to Calculate My Pension?
1.2.3. What Pension Am I Entitled to?
1.3. Retirement Income and Expense Analysis
1.3.1. Difference in Income upon Retirement
1.3.2. Expense Structure (Fixed and Variable) vs. Retirement Income
1.3.3. Where to Get Extra Income in Retirement Advantages and Disadvantages of Bailouts?
1.4. Capital Accumulation Plan
1.4.1. Weighted Average Price
1.4.2. Investment Strategy
1.4.3. Technical Development
1.5. Life Cycle
1.5.1. Formation and Accumulation Phase
1.5.2. Consolidation Phase
1.5.3. Expenditure and Donation Phase
1.6. Fund Analysis and Selection
1.6.1. At Risk Profiles
1.6.2. Ratios to Be Checked
1.6.3. Spending Study Historical Results
1.7. Pension Plan Tax Planning
1.7.1. Taxation
1.7.2. Rescue
1.7.3. Rebates
1.8. Inheritance Planning
1.8.1. Types of Assets I Can Own
1.8.2. Tax Implications of Such Assets
1.8.3. Inheritance Structure to Minimize Tax Impact
1.9. Investment Psychology
1.9.1. Relevant Aspects
1.9.2. Biases
1.9.3. Customer Psychology Management
1.10. Financial Planning Strategies
1.10.1. Mainly Real Estate Assets
1.10.2. Mainly Movable Assets
1.10.3. Asset Distribution Between Real Estate and Movable Assets
Capital accumulation plans have very specific life cycles. By taking this program, you will be able to identify your customer's current situation”
Teaching Objectives
Graduates of this Postgraduate certificate will delve into the principles of Financial Planning. Learning how to make a retirement plan, manage an inheritance and develop capital accumulation plans. In addition, notions of psychology applied to investment will be acquired and we will work with different planning strategies.
How long you have to contribute or what pension you are entitled to depending on the time you have worked. This and other questions are answered in this Postgraduate certificate”
TECH makes the goals of their students their own goals too.
Working together to achieve them.
This Postgraduate certificate in Financial Planning enables students to:
- Learn the basic principles of financial advisory
- Learn how to plan for retirement
- Develop capital accumulation plans
- Manage inheritances
- Get to know the particularities of psychology applied to investment
- Work with various Financial Planning strategies
Postgraduate Certificate in Financial Planning
Financial Planning is essential to ensure long-term economic stability in companies. In an increasingly complex and changing world, having the necessary tools to make intelligent financial decisions is essential. For this reason, large companies require the best experts in this field to hold high positions of prestige. Because of this, TECH has created the Postgraduate Certificate in Financial Planning, which will increase your competencies in the subject and will favor your professional growth, enjoying didactic materials in cutting-edge formats such as the explanatory video or the interactive summary.
Increase your management skills through this comprehensive program
The Postgraduate Certificate in Financial Planning is a great option to improve your management skills in this area so closely linked to the business world. Thanks to this degree, you will assimilate the strategies to design an effective capital accumulation plan, you will master the psychological aspects that must be taken into account in investments or the techniques for the distribution of assets between real estate and furniture. All this, through a 100% online methodology that will enable you to combine your learning with other professional projects and with your personal life.