Basic Financial Planning Concepts

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Introduction to some simple and basic financial planning fundamentals.

Économie & finance

BASIC
FINANCIAL
PLANNING

Basic financial planning

medical protection

savings
invest

Basic financial planning

Death Disability

Protection Critical Personal
Illness Accident

Basic financial planning

LONG TERM
HOSPITAL
CARE

Medical
CRITICAL
SURGERY
ILLNESS

PERSONAL PRE & POST
ACCIDENT TREATMENTS

Basic financial planning

TIME GOAL
ORIENTED ORIENTED

Savings
RETURNS BUDGET
ORIENTED ORIENTED

Basic financial planning
TIME GOAL
ORIENTED ORIENTED

RETURNS BUDGET
Invest ORIENTED ORIENTED

RISK
APPETITE

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Basic Financial Planning Concepts

1. BASIC FINANCIAL PLANNING

2. Basic financial planning medical protection savings invest

3. Basic financial planning Death Disability Protection Critical Personal Illness Accident

4. Basic financial planning LONG TERM HOSPITAL CARE Medical CRITICAL SURGERY ILLNESS PERSONAL PRE & POST ACCIDENT TREATMENTS

5. Basic financial planning TIME GOAL ORIENTED ORIENTED Savings RETURNS BUDGET ORIENTED ORIENTED

6. Basic financial planning TIME GOAL ORIENTED ORIENTED RETURNS BUDGET Invest ORIENTED ORIENTED RISK APPETITE