Determine which course is perfect for you.
Services financiers Unity offers several professional tax courses that cover a variety of specialties, from the beginner student to advanced corporate tax preparation. Select your course below!
Personal Financial Planning Course
The Services financiers Unity Personal Financial Planning course is focused on the Ten steps to Financial Freedom.
Course Information:
This course is great for anyone who is looking to understand the Basics of Personal Financial Planning. The course contents are available online and must be completed in 16 weeks for $195 plus tax and is tax deductible.
All exams are open-book and performed Online. Your receipts and Certificates are available from your Online Moodle Course account. The course content is updated on a continuous basis. The Text Book is updated in July of each year. For the Self-Learning Correspondence option, you can request that the textbook be shipped to you during the online checkout process and schedule a time for you to pick up the text book at our Softron Head Offices.
Topic Covered:
- Financial Planning Overview
- Where to Start
- Where do You Stand
- Understanding Where you Stand Managing Debt & Credit Usage
- Where are you going Financially
- Implementing Financial Planning Systems
- Being Efficient with Your Financial Plan
- Leaving your Legacy & Estate Planning
- Building Wealth
- Maintaining your Wealth
