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Great, I've finally got it done. Let me briefly introduced the learning objective outline. In this topic, I have illustrated the concept and various views of financial planning; and of course, the financial planning process. Getting participants to understand the importance of goal setting and to set SMART goals. Seek to familiarize with the financial statement and its ratio, in order to be financially healthy. Sample financial problems will be tackled using financial calculator and using spreadsheet for SRS. And the session will end with a case study that set the motion to acquire the Five Pillar of Wealth.
A useful moneysense guide to "Planning for your family's financial future" by IFPAS & LIA, initiated by MoneySense. https://www.sugarsync.com/pf/D6900902_65362003_1277807
"Making sense of common Financial Documents" Another helpful guide initiated by MoneySense.https://www.sugarsync.com/pf/D6900902_65362003_0451413
The consumer SRS worksheet is attached via this link: https://www.sugarsync.com/pf/D6900902_65360857_1646781More resource could be found here at "helpful tools for you" at http://chewhockbeng.blogspot.sg/2012/08/financial-tools-that-might-be-useful-in.html
The IRR matrix could provide a fresh perspective towards investment selection.http://aafmindia.wordpress.com/2012/07/05/difference-between-npv-irr-mirr-xirr-and-xmirr/
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