Workshop (3 hours)
Objective
Learn how to build a financial plan using savings, insurance and investments to achieve your goals. Assess your financial position through analysis of your cashflow, net worth and financial ratios.
Course Outline
- Setting S.M.A.R.T. financial goals
- Assessing your financial fitness
- Consider the components of financial plans
- Considerations when implementing your financial plan
- Monitoring and reviewing your financial plan
Who Should Attend
Those who want to have an overview of the financial planning process wish to learn how to assess their financial fitness.
Other Language
Mandarin
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