Financial stability and success begin with effective planning. This course, “Fundamentals of Financial Planning,” is designed to help you take control of your finances by teaching you how to create a personal financial plan, manage your budget, and set and achieve your financial goals. Whether you’re just starting your financial journey or looking to improve your existing financial strategies, this course offers practical insights and tools to guide you.
Throughout the course, you will learn how to assess your current financial situation, set realistic and achievable financial goals, and develop a comprehensive financial plan. You will also explore budgeting techniques, debt management strategies, and investment basics to ensure that your financial plan is both effective and sustainable. By the end of the course, you will have a clear roadmap for achieving financial security and independence.
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Hello! My name is Oleksandr, and I am a financial analyst with over 20 years of experience in investments and financial planning. I graduated from Kyiv National Economic University and earned the CFA (Chartered Financial Analyst) certification. My career includes working at major financial institutions such as J.P. Morgan and Goldman Sachs, as well as providing consulting services for startups. In my courses, I share my knowledge on investment management, financial analysis, and risk strategies, helping participants develop their skills in these areas.