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Budgeting and Debt Management (LCI5102)

In this course on budgeting and debt management, we roll up our sleeves and start diving into the most important tools that financial planners can use to help their client manage money!

Institute accredited CE: 1.00

CE Credits: 1.0 Accreditation Number: IAS17143801 CE Credit Type: Professional Development

  • Course Introduction
  • Net Worth Planning
  • The Net Worth Statement
  • Projected Net Worth Statement
  • Financial Ratios
  • Net Worth Growth Strategies
  • Cash Management
  • The Cash Flow Statement
  • Components of the Cash Flow Statement
  • Creating a Cash Flow Statement
  • Projected Cash Flow Statement
  • Savings Strategies
  • Goal-Based Saving
  • Emergency Cash Reserve
  • Debt Management
  • Helping Clients with Debt
  • Paying Down Debt Versus Investing
  • Consolidating Debt
  • Insolvency and Bankruptcy
  • Final test
  • Budgeting and Debt Management Test
Completion rules
  • You must complete the test "Budgeting and Debt Management Test"
  • Leads to a certification with a duration: Forever