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The Importance of Financial Planning
How financial planning can help you build a secure future and avoid that financial pitfall.
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Course Content

The Importance of Financial Planning

Course Summary 

Data from the Survey of Consumer Finances (SCF) shows a concerning trend: in 2022, nearly half of American households lacked retirement savings accounts.  

So imagine working hard your entire life, only to face financial distress in your golden years.  By taking control of your money now, you can ensure a happy and worry-free retirement, unlike those statistics.  

Course Content 

Lesson 1 The Importance of Financial Planning 

  • What’s Your Lifetime Cost? 

  • The Income & Expense Line 

  • Financial Planning for Different Life Stages 

Lesson 2 Intro to Asset Allocation 

  • Asset Management vs Investment Management 

  • Asset Allocation Approaches

  • The Importance of Asset Allocation 

  • The Sharpe Ratio: Measuring Risk-Return Efficiency 

Lesson 3 Asset Allocation Strategies

  • Assets: The Building Blocks to Your Portfolio 
  • Diversify & Mitigate Risks Wisely

  • Building a Profitable Portfolio

Who is this course suitable for? 

People who want to learn about financial markets 

People who are interested in investment

People who want to learn how to trade in the market as soon as possible 

What will you learn? 

Know and understand what asset is 

How to choose the products that suits you 

How to view the trend of the market 

Disclaimer 

Any comments, statements, data, information, material or third party material (“Material”) provided on this website are for reference purposes only. The Material shall not be construed as investment advice, investment recommendation, solicitation or offer for any investment.  

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