At the completion of this chapter, you will:
- Understand the importance of planning your financial future
- Understand the requirements for your "Personal Financial Plan (PFP)"
- Understand your vision and the Vision, Mission and Values Assignment (LT38)
- Understand the different types of goals
- Understand and apply the principles of effective goal-setting.
Please read the chapter on "Creating your Personal Financial Plan and Setting Personal Goals" (PDF)
Here are the assignments for "Creating Your Personal Financial Plan and Setting Goals"