Learning Outcomes

In this free course, you will learn how to:

• Recall common terms used in finance
• Describe the roles and responsibilities of financial advisors
• Summarise the objectives of financial planning
• Explain how to create a personal balance sheet
• Recall various ways clients can increase their net worth
• Define ‘inflation’ and trace its financial impact
• Discuss the functions of financial settlement
• Identify the most important Google Analytics metrics for financial advisors