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.

Start Now Your Wealth Journey

Start Now
Your Wealth Journey