Browse FP 2

Chapter 2: Net Worth and Cash Management Planning

In this section

  • Net Worth Planning
    Learn how to calculate, analyze, and optimize net worth for long-term financial health, exploring asset and liability management, practical case studies, and strategies to enhance overall wealth.
  • Create a Comprehensive Financial Plan
    Learn how to build a versatile, long-term strategy that addresses net worth, cash flow, tax, risk, and more for robust financial health.
  • Cash Management Planning
    Explore strategies to manage income, expenses, and short-term assets effectively, ensuring day-to-day obligations are met while enhancing overall cash flow and financial stability.
  • Savings Planning
    Learn how to effectively allocate surplus income toward your financial goals, balance short-term and long-term savings, and leverage Canadian incentives like TFSAs, RRSPs, and government grants.

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Chapter 1: The Personal Financial Planning Process in Canada
Chapter 3: Debt Planning