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Financial Planning - Exploring the Basics

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9 students enrolled
Created by Peter Strydom
Last updated 1/2014
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  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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.

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.
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What Will I Learn?
By completing this course you will have taken your first step towards taking control of your financial future.
View Curriculum
  • Being an orientation course, there are no pre requisites. Just a desire to start delving into the complexities of finance and investing.
Curriculum For This Course
Expand All 7 Lectures Collapse All 7 Lectures 01:33:44
View this brief Introduction to Our Course.
1 Lecture 13:57

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

Preview 13:57
Financial Planning - Exploring the Basics
1 Lecture 13:35
Estate, Retirement & Investment Planning

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

Estate, Retirement & Investment Planning
12 questions
Family Income Protection
1 Lecture 06:07
Family Income Protection

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

Family Income Protection
7 questions
Retirement & Retirement Income Planning
2 Lectures 25:56
Retirement Planning

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

Retirement Planning Quiz
10 questions

Retirement Income Options

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

Retirement Income Options Quiz
10 questions
Investment Planning
1 Lecture 21:46
Investment Planning

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

Investment Planning Quiz
6 questions
The Industry & the Regulatory Environment
1 Lecture 12:23
Treating Customers Fairly

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

Treating Customers Fairly Quiz
7 questions
About the Instructor
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9 Students
1 Course
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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