wealth management

By attending Wealth Management workshop, Participants will learn to:

  • Successfully manage personal wealth
  • Pave the road to riches
  • Become an wealth guru
  • Basics of investing
  • Set goals the S.M.A.R.T way
  • Stride a way out of debt

This course is meant for anyone and everyone who wishes to become financially successful.

COURSE AGENDA

  • Risk and Emotion
  • Types Of Risk
  • Risk and Goals
  • Goals!
  • SMART Financial Goals
  • Target Sum
  • Cashflow
  • Avoiding The Debt Trap
  • Managing Cashflow
  • Choosing The Right Investments
  • Asset Classes
  • Participants Asset Universe
  • Purchase Smart
  • Do's and Dont's of Investments
  • The Review Habit
  • Scan Danger Signs
  • Honest Trading
  • Getting Redress
  • Insurance and Risk
  • Insurance Policies
  • Optimising Insurance

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