rs e n i n Discuss various financial products for savers and nvestors Understand various types of personalities and their financial needs

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1 e-learig ad referece solutios for the global fiace professioal Fiacial Plaig A comprehesive e-learig co u rs e o Fi acial P la i g The themes of this product are: Kow basic cocepts i fiacial plaig Discuss various fiacial products for savers ad vestors Uderstad various types of persoalities ad their fiacial eeds Recogize your fiacial goals ad achieve them Have better cotrol o taxes you pay Build a fiace portfolio suitig your eeds PO Box , Sa Diego, CA 92191, U.S.A. Ph.: , iformatio@kesdee.com Fax: ,

2 Fiacial Plaig O completio of this course, you will be coversat with: Overview This e-learig course o Fiacial Plaig is desiged to help users pla their fiaces. Basic cocepts of fiacial plaig, goal settig, ad maximizig assets are discussed. A idepth discussio of ivestig strategies is provided, icludig various istrumets suitable for both savers ad ivestors. Also covered are the types of persoalities ad their ivestmet profiles alog with the various stages i the life cycle of a ivestor. The course also provides strategies for reducig tax burde. I the ed, it provides valuable iformatio about how to build a model portfolio that suits your risk ad retur profile. Course level: Basic to Itermediate Library of 9 courses Time take for each course: 1.0 Hour Target Audiece The course library is for: Idividuals iterested i improvig their fiacial plaig skills. Itroductio to Fiacial Plaig Aalyzig the Resources of the Perso Basic Cocepts i Fiacial Plaig Fiacial Products for Savers Fiacial Products for Ivestors The Psychographics ad Life Cycle of the Ivestor Goals ad Ivestmet Objectives Tax Plaig Buildig a Model Portfolio A Library of 9 Courses 1. Itroductio to Fiacial Plaig What is fiacial plaig? Three steps i fiacial plaig process 2. Aalyzig the resources of the perso Elemets of the Balace Sheet The Icome ad Expese Statemet The Budget Why is it importat to prepare budget carefully? 3. Basic Cocepts i Fiacial Plaig The time value of moey Diversificatio spreadig risk Ivestmet Timig

3 Fiacial Plaig A Library of 9 Courses 4. Fiacial Products for Savers Savig versus Ivestmet Products optios for savers Checkig Accouts Savigs Accout Certificates of Deposit Moey Market Mutual Fuds Moey Market Deposit Accouts U.S. Treasury Bills 8. Tax Plaig Strategies for reducig federal icome tax 9. Model Portfolio Basics of Portfolio Maagemet Buildig a Model Portfolio Job Aids Fiacial Plaig Calculators 5. Fiacial Products for Ivestors Products optios for Ivestors Commo Stock Bods Preferred Stock Mutual Fuds Real Estate Commodities Metals, Art ad Collectibles 6. The Psychographics & Life Cycle of the Ivestor The Five Persoalities Usig the Five-Way Classificatio Model Risk/Retur Trade-Offs for Ivestors Risk/Retur Positio at Various Life Cycle Stages 7. Goal Achievemet, Ivestmet Objectives & Ivestmet Costraits Types of Goals Ivestmet Objectives Liquidity: Real Needs ad Perceived Needs

4 Available Products KESDEE s Off-the-Shelf e-learig Course Libraries Product Name No. of Courses 1. Asset Liability Maagemet Library of 28 Courses 2. Liquidity Maagemet ad Cotigecy Fudig Pla Library of 14 Courses 3. Fiacial Istitutio Aalysis - CAMELS Approach Library of 08 Courses 4. Fiacial Mathematics Library of 07 Courses 5. Global Bakig Supervisio Library of 15 Courses 6. Capital Adequacy Plaig (Basel I) Library of 07 Courses 7. Basel-II-Uiversity Library of 63 Courses 8. Operatioal Risk Maagemet Basel II Library of 09 Courses 9. Futures ad Forwards Library of 07 Courses 10. Swaps Library of 07 Courses 11. Optios Library of 10 Courses 12. Market Risk - Basic Library of 08 Courses 13. Market Risk - Itermediate Library of 08 Courses 14. Market Risk - Advaced Library of 04 Courses 15. Value at Risk Library of 16 Courses 16. Credit Aalysis Library of 13 Courses 17. Credit Ratigs Library of 03 Courses 18. Couter party Credit Risk Library of 09 Courses 19. Credit Risk Modelig Library of 06 Courses 20. Credit Derivatives Library of 23 Courses 21. Operatioal Risk Maagemet Library of 21 Courses 22. Asset Securitizatio Library of 28 Courses 23. Asset Liability Maagemet for Isurace Compaies Library of 29 Courses 24. Ati-Moey Lauderig Library of 06 Courses 25. Fiacial Privacy Library of 06 Courses 26. Corporate Goverace Library of 09 Courses 27. Sarbaes-Oxley Act Library of 12 Courses 28. Goverace, Risk ad Compliace Library of 07 Courses 29. Moey Markets Library of 09 Courses 30. Fixed Icome Markets Library of 17 Courses 31. Equity Markets Library of 10 Courses 32. Foreig Exchage Markets Library of 09 Courses 33. Commodity ad Eergy Markets Library of 03 Courses 34. CTM - Foreig Exchage Maagemet Library of 07 Courses 35. CTM - Treasury Aalytics Library of 05 Courses 36. CTM - Iterest Rate Risk Maagemet Library of 04 Courses 37. CTM - Fudig ad Ivestmets Library of 05 Courses 38. CTM - Implemetatio Library of 04 Courses 39. CTM - Case Studies Library of 05 Courses 40. Uderstadig Fiacial Statemets Library of 02 Courses 41. Budgetig Library of 05 Courses 42. Maagemet Accoutig Library of 07 Courses 43. Fiacial Accoutig Library of 09 Courses 44. Mutual Fuds Library of 10 Courses 45. Fiacial Plaig Library of 09 Courses 46. UCP600 Library of 07 Courses 47. Iteratioal Trade Services Library of 09 Courses 48. BBM - Deposits Library of 04 Courses 49. BBM - Advaces Library of 07 Courses 50. BBM - Marketig Library of 03 Courses

5 Available Products KESDEE s Off-the-Shelf e-learig Course Libraries Product Name No. of Courses 51. BBM - Paymet ad Settlemet System Library of 02 Courses 52. BBM - Foreig Exchage Operatios Library of 03 Courses 53. BBM - Trade Fiace Library of 02 Courses 54. BBM - Book Keepig ad accoutig Library of 03 Courses 55. BBM - Acillary Services Library of 02 Courses 56. BBM - Risk Maagemet Library of 03 Courses 57. BBM - Techology ad Security Library of 02 Courses 58. BBM - HRM ad CSR Library of 02 Courses 59. BBM - Retail Bakig Library of 03 Courses 60. Itroductio to Bak Ledig Eviromet Library of 07 Courses 61. Basics of Bakig Library of 10 Courses 62. Flotatio Library of 04 Courses 63. Project Valuatio Library of 03 Courses 64. Tradig Operatio Cotrols Library of 04 Courses 65. Ecoomics Library of 16 Courses 66. Estate Plaig Library of 04 Courses 67. Global Ecoomic Crisis - Liquidity Maagemet Library of 07 Courses 68. Brokerage Operatios Library of 01 Course 69. Risk Aalysis Library of 05 Courses * CTM: Corporate Treasury Maagemet * BBM: Bak Brach Maagemet Upcomig Products KESDEE has the required techology platform to respod to cliets traiig requiremets i the bakig ad fiacial services idustry. We offer several solutios, each developed with the guidace of creditable experts.give below are few of the forthcomig products: Agricultural Fiace Certificatio Tutorials 1. eprm Coach Library of 68 Courses 2. Associate eprm Coach Library of 36 Courses 3. efrm Coach for FRM Part I Exam Library of 37 Courses 4. ecoach for the CFA Level I Program Library of 76 Courses GFTT Global Fiacial Traiig ad Techology 5280 Carroll Cayo Road, Suite 220, Sa Diego; CA 92121, U.S.A iformatio@kesdee.com, gfttifo@kesdee.com

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