Learning Outcomes :
By the end of this video session, learners will be able to:
- Explain the concept of the Financial Planning Pyramid as a foundational framework that prioritizes financial needs from basic protection to advanced wealth accumulation.
- Identify and describe the main layers of the pyramid, including emergency funds/insurance, debt management, core investments, and speculative investments.
- Understand why establishing a strong financial foundation is critical before pursuing higher-risk financial goals.
- Relate the structure of the pyramid to real-world financial planning decisions, helping clients set the right priorities in their financial lives.
