Financial Planning II

Understand risk management and insurance.

Understand corporate governance.

Understand the role of accounting in business.

Understand finance and the global economy.

Understand financial legalities and compliance. 

Understand ethical leadership.

Explain the nature of risk management.

Explain the role of ethics in risk management.

Discuss the legal considerations affecting risk management.

Describe the nature of the insurance industry.

Discuss the importance of corporate governance in business.

Describe the components of a well-governed company (e.g., board of directors, reporting, transparency, internal and external audit functions).

Ascertain employee's role in achieving governance objectives.

Identify the factors that impact governance structures.

Explain the concept of accounting.

Discuss the role of ethics in accounting.

Explain the nature of business plans.

Describe factors that affect the business environment. 

Discuss the nature of convergence/consolidation in the finance industry. 

Discuss the global environment in which businesses operate. 

Explain the nature and scope of financial globalization. 

Describe the relationship between economic conditions and financial markets. 

Describe the nature of taxes. 

Discuss the effect of tax laws and regulations on financial transactions. 

Discuss the nature, scope and technology of compliance in the finance industry. 

Describe the nature of ethics. 

Demonstrate honesty and integrity. 

Explain the concept of leadership. 

Explain the nature of ethical leadership.