AY Financial Planning 101

Why financial planning is important? Nope. It's extremely important actually... In this course, Alex Yeoh, a licensed financial planner, will share with you some basic fundamentals of financial planning with his 6 steps of self financial planning. (with a BONUS excel template for you!!!)

Alex Yeoh


Have you ever wondering why ‘Financial Planning’ this word always appeared on TVs and newspapers lately?

According to Wikipedia, in general usage, a financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.

In this course, Alex Yeoh will guide you steps-by-steps on how to DIY your own financial planning. Yes. You can do it yourself. However, you have to learn the very beginning, and this is the 101 course of it.

~ Who is this guy called Alex Yeoh?
~Synopsis of this course

Why Financial Planning is so important? ~ Supported by some statistics. It’s a fact!
~ You can AVOID…
~ You can IMPROVE…

The 6 steps of self financial planning: ~ D.E.A.D++ Don’t play play! ~ Hello, please face the reality of your current situation! ~ How to establish your S.M.A.R.T goals? ~ Personal financial analysis ~ Example, example, example… ~ Type of advisor in Malaysia ~ Do I need a financial planner? ~ And, many more…

*** Bonus ***
After completing the whole course (with quizzes answered correctly), you can download the AY Personal Cashflow template. This simple cash flow template allows you to keep track of where your money is going with charts and daily, monthly and yearly buckets.

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About Instructor

Alex Yeoh

7 Courses

+58 enrolled
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Course Includes

  • 6 Lessons
  • 6 Topics
  • 1 Quiz
  • Course Certificate