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Topic5_Financial Planning
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Financial Planning
Introduction
Learning Objectives
What is Financial Planning?
Steps in Goal Setting
Step 1: Goal Identification
Step 2: Goal Prioritization
Step 3: Goal Amount Estimation
Step 4: Goal Time Frame Estimation
SMART Goal
Activity I
Savings
Savings Ratio
Activity II
Budget
Types of Budgeting
Budgeting for Expenses
Activity III
Summary
Thank You
Transcript
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Topic5_Financial Planning
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