What you’ll learn
- Learn how to manage cash-flow for your current needs and future goals
- Learn to manage exposure to unforeseen circumstances by providing for your dependants’ basic needs
- Learn investment planning to meet your financial goals
Implementing your Financial Plan involves developing a Savings Plan, Insurance Plan and Investment Plan. In this course, we will look more in detail at Insurance Planning and Investment planning in order to reach our financial goals. Under insurance planning, Life and Health insurance are covered. This includes a comparison between difference insurance products. Under investment planning, various concepts such as risk/return trade off, investment horizon, diversification and asset allocation are considered.
Who this course is for:
- working adults