Smart Money: Guide to Building Personal Finance & Wealth

سرفصل های دوره

Master Personal Finance and Wealth Management for Financial Stability and Long-Term Success in Practicality

1. MODULE 1 Introduction to Personal Finance & Wealth Management

1. Chapter 1 Introduction to Personal Finance.

2. Chapter 2 How do you define your Personal Finance

3. Chapter 3 What is Financial Freedom that we all crave for

4. Chapter 4 What are the SMART Financial Goals and how to set yours

2. MODULE 2 Budgeting and Cash Flow Management

1. Chapter 5 Why is Budgeting important for us

2. Chapter 6 Steps required to make an effective Budget.

3. Chapter 7 Managing Cash Flow

3. MODULE 3 Saving, Investing and Debt Management

1. Chapter 8 What is an Emergency Fund and why is it important

2. Chapter 9 How to create a practical Emergency Fund that works for us.

3. Chapter 10 What is a Financial Goal and the necessary steps in achieving it.

4. Chapter 11 What is Investing and what to keep in mind before Investing.

5. Chapter 12 Why Investing matters

4. MODULE 4 Insurance Essentials

1. Chapter 13 What is Insurance

2. Chapter 14 Risk Management through Insurance

5. MODULE 5 Estate Planning and Wealth Transfer

1. Chapter 15 What is Estate Planning

2. Chapter 16 Different ways of transferring Estate.

3. Chapter 17 Why is updating your estate planning documents important

6. MODULE 6 Wealth Management Strategies

1. Chapter 18 Asset Allocation and Diversification

2. Chapter 19 Why are Asset Allocation and Diversification important

3. Chapter 20 Everything you need to know about Portfolio Rebalancing.

7. MODULE 7 Behavioural Finance, Action Plan & Conclusion

1. Chapter 21 What is Behavioural Finance

2. Chapter 22 Understanding Common Cognitive and Behavioural Biases.

3. Chapter 23 Impact on Financial Decisions.

4. Chapter 24 Steps to achieve a Personalized Financial Action Plan

5. Chapter 25 Conclusion

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تولید کننده: Udemy