Financial Planning for Life Events |PF10|
Prepare Today, Prosper Tomorrow
Welcome to the Financial Planning for Life Events course, where we focus on the strategies and tools needed to navigate major milestones in life with confidence and financial security.
This course combines theory, case studies, and practical applications to show how financial planning applies across different stages of life. By the end, you’ll be equipped to handle significant events like marriage, children’s education, and retirement without compromising your long-term stability.
🎯 What You’ll Learn
  1. Financial Planning for Marriage Learn the essentials of merging finances, setting joint goals, and communicating effectively about money with your partner.
  1. Financial Planning for Children’s Education Explore savings plans, investment strategies, and financial tools that enable you to support your children’s education while maintaining overall financial health.
  1. Financial Planning for Retirement Gain practical insights into retirement planning, from assessing needs and choosing the right accounts to developing a sustainable savings strategy for long-term independence.
📦 What’s Included
  • Engaging audio deep dive and text lessons covering financial planning for key life events
  • Coaching Session: Your Personalized Roadmap to Retirement Freedom: A 7-Step Deep Dive
  • Practical exercises for setting goals and budgeting for milestones
  • Case studies illustrating real-life financial strategies for families
  • Worksheets and planning templates for marriage, education, and retirement
  • Expert insights into balancing short-term needs with long-term goals
👤 Who This Course Is For
  • Young professionals preparing for marriage or family life
  • Parents planning for children’s education expenses
  • Individuals aiming to align retirement with broader life goals
  • Anyone seeking comprehensive financial readiness for major milestones
✅ Requirements
  • No prior expertise required—just a willingness to plan ahead and set clear financial goals
🎓 Certification
Earn a Certificate of Completion—demonstrating your readiness to plan and manage finances for life’s most significant events.
Part of the Mastering Personal Finance and Wealth Building Learning Path
This is the tenth course in our comprehensive Mastering Personal Finance and Wealth Building Series, designed to build your expertise step-by-step:
Introduction to Personal Finance
Budgeting and Money Management
Saving and Emergency Funds
Debt Management
Investing for Wealth
Retirement Planning
Building and Protecting Wealth
Advanced Wealth Building
Financial Psychology and Behavioral Finance
Financial Planning for Life Events
Monitoring and Adjusting Your Financial Plan
Financial Literacy for the Long Term
🚀 Secure Every Stage of Your Life
Take control of your financial future by preparing for marriage, education, and retirement with confidence.