Financial Planning - Exploring the Basics

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  • Lectures 7
  • Length 1.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2014 English

Course Description

This 6 module course is more of an introductory orientation course which will give you a fairly in depth view of some of the fundamentals of Personal Financial Planning and is purposely pitched at an Elementary Level.

If you have already viewed the Introductory Video, available in the top left corner, then you will have a fairly good idea of the course content and objectives.

Should you find that, after completing this course you would like to delve deeper into the complexities of this area of personal finance, then we would suggest that you consider enrolling for our Intermediate Level Course: Financial Planning Demystified.

What are the requirements?

  • Being an orientation course, there are no pre requisites. Just a desire to start delving into the complexities of finance and investing.

What am I going to get from this course?

  • By completing this course you will have taken your first step towards taking control of your financial future.

Who is the target audience?

  • This course will be of interest to anyone who is serious about being in control of their finances and financial future.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.



This short video will give you an introduction to the course and to the subject matter that we will be covering and discussing.

Section 1: Financial Planning - Exploring the Basics
Estate, Retirement & Investment Planning
12 questions

This quiz is based upon the content of the previous video.

Section 2: Family Income Protection
Family Income Protection
7 questions

This quiz will test you on the content of the lecture just completed

Section 3: Retirement & Retirement Income Planning
Retirement Planning
10 questions

This quiz will test your knowledge and understanding of the contents of the previous lecture.

Retirement Income Options
10 questions

This quiz will test you on your knowledge and understanding of the contents of the previous lecture.

Section 4: Investment Planning
Investment Planning
6 questions

This quiz will test your knowledge and understanding of the contents of the previous lecture

Section 5: The Industry & the Regulatory Environment
Treating Customers Fairly
7 questions

This quiz will test your knowledge and understanding of the contents of the previous lecture.

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Instructor Biography

Peter Strydom, Independent Financial Advisor

Peter Strydom is an Independent Financial Advisor with over 30 years experience of advising and assisting clients with their financial planning in South Africa.

Peter pioneered financial education on Radio Port Natal in 1984 and filled the role of Radio Port Natal Financial Advisor until 1992.

Peter and his son, Garth, have set up a free Public Financial Education website at

He firmly believes in the saying 'knowledge is power' and this can apply to most areas of your life, none more so than financial planning.

There are far too many stories of people being given bad or poor advice and, when they come to this realisation, it is often too late to do anything to remedy the problem.

These training courses are designed to educate you to a point where you will be able to discern between good and bad advice and will empower you to structure effective financial plans for your Estate, Retirement and Investment Plans.

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