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Financial Planning Tutorials
Rating: 4.3 out of 5(95 ratings)
729 students
Created byHarry Vadalkar
Last updated 6/2025
English

What you'll learn

  • In this course we would be covering topics like
  • Advising in the Financial Services Industry
  • The Financial Planning Process
  • Budgeting and Borrowing
  • Taxes, Investments, Retirement and Wills
  • Risk Management and Life Insurance
  • Financial Planning in Canada /The Six Steps of the Financial Planning Process
  • Financial Planning and Mortgages
  • Investment and Tax Planning /Retirement Planning and Insurance
  • Estate Planning & Family Law / Financial Planning for Small Business

Course content

9 sections • 131 lectures • 63h 52m total length

  • Asset allocation1:15
  • Asset allocation Investment options18:01
  • Connect with me0:23
  • Book for studying and Reading0:42
  • Portfolio Management Basics48:57
  • Portfolio Management Process14:48
  • Canadian ETF Investing for Beginners | Step-by-Step Guide (TFSA, RRSP, FHSA)7:43
  • FIRE strategy17:24

    Learn the fire strategy for financial independence and early retirement by cutting expenses, saving aggressively, and investing 25x yearly expenses for a 4% withdrawal.

  • RRSP14:37
  • TFSA13:10
  • FHSA10:55
  • RESP12:38
  • Margin Account4:08
  • Investment Account7:53
  • "Investing Basics: Understanding Stocks, Capital2:12
  • Investment options1:00:19
  • Canadian Dividend stocks15:47
  • How to invest in your 20s29:49
  • How to invest in your 30s18:58
  • Investment Goal matching1:11:26

    Robo advisory platforms tailor auto-invested, low-cost ETF portfolios to your risk preference, guiding short-, medium-, and long-term goals through a core-and-satellite framework.

  • How to improve your credit scores13:12
  • How to become debt free25:23
  • Debt Management Live class1:10:51
  • Real Estate Investing : Ways of Investing in Real estate17:46
  • Real Estate Investing : Benefits of Investing in Real estate10:18
  • Factors impacting real estate10:18
  • Real Estate Investing : Mortgage Strategies21:16
  • Real Estate Investing : Checklist for Buying10:13
  • Real Estate Investing : Checklist for selling6:42
  • Real Estate Investing : Assessing Home Equity13:50
  • REITs in Canada23:08
  • Real Estate live class1:51:00
  • ETFs in canada16:44

    Explore how ETFs work in Canada, including stock and bond ETFs, real estate and crypto, traded on exchanges and usable in TFSA and RRSP, with lower fees than mutual funds.

  • Covered Call ETF in Canada6:39
  • Must have ETF in your portfolio19:42
  • Stocks for the long run20:38
  • From $20K to $2M: How I Achieved Financial Freedom as an Immigrant in Canada20:31
  • ?️ “Timeless Lessons from Warren Buffett’s Life: Value, Patience, and the Power45:22
  • Ray Dalio lessons26:00
  • Investing in the Improbable: Vinod Khosla's VC Playbook for AI, Cleantech & Glob23:45
  • AI and Robotics Estimation37:29
  • Investing in Next-Gen Defense Technology: AI, Drones, Space & Cyber Strategies55:31
  • Links to all courses0:20

Requirements

  • Basic understanding of finance

Description

This course provides a through understanding of Financial Planning . It has over 31 hours of video lectures to guide you .

We would be covering topics like :

  • Advising in the Financial Services Industry

  • The Financial Planning Process

  • Budgeting and Borrowing

  • Taxes, Investments, Retirement and Wills

  • Risk Management and Life Insurance

  • Financial Planning in Canada

  • The Six Steps of the Financial Planning Process

  • Net Worth Planning and General Strategies to Manage Credit

  • Financial Planning and Mortgages

  • Investment and Tax Planning

  • Retirement Planning and Insurance

  • Estate Planning & Family Law

  • Financial Planning for Small Business

In this course we would be covering topics that are tested in different exams like

1. Financial Planning I (FP I) course conducted by Canadian Securities Institute (CSI)

2. Financial Planning II (FPII) course conducted by Canadian Securities Institute (CSI)

3. Applied Financial Planning (AFP) Certification Examination conducted by Canadian Securities Institute (CSI)

4. Certified Financial planning (CFP) certification examination conducted by Financial Planning Standards Council

This course would also be helpful if you are taking personal financial planning course in your under graduation or graduation or you are working in financial services industry in Canada

You will also learn about the Canadian securities industry and the regulatory environment, market and economic events impacting investment performance, and to analyze corporate financial statements.  We will undertake an investigation of financial instruments such as fixed income, equities, managed products and structured products. Fee based accounts and derivatives are also included in this course.

Who this course is for:

  • Aspiring financial planning professionals and people working in banking / financial services
  • Students giving financial planning level 1/ financial planning level 2 exam conducted by CSI
  • Asprirants pursuing CFP (Certified financial planner ) / Personal finacial planner (PFP)
  • Students studying financial planning in grad / under grad

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