Unlock financial peace of mind. This course equips families with essential strategies to budget, save, invest, and protect their assets for a secure and prosperous future.
Understanding and managing your family's finances is crucial for securing a stable and prosperous future. This course, "Financial Planning Basics For The Family," presented by PNC Learning Inc., offers a comprehensive guide to navigating the complexities of personal finance, tailored specifically for families.
Designed to equip you with practical strategies, this course emphasizes the importance of a well-structured financial plan. We delve into building a solid foundation for your financial well-being, from daily budgeting to long-term wealth accumulation.
Throughout this course, you will learn to:
By the end of this course, you will possess the knowledge and tools to create a robust financial strategy that supports your family's needs and aspirations, empowering you to make informed decisions for lasting financial health.
2x Award Winning Commercial Insurance Broker
Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
