Implementing Your Financial Plan

TALK | Money Management and Financial Planning

Implementing Your Financial Plan

This talk aims to provide an overview of financial plans; namely savings, insurance and investments and how they can help you achieve your financial goals.

• What are financial plans and how they help to meet your goals
• Managing your resources
• Considerations when implementing your financial plan
• Engaging a financial adviser
• Monitoring and reviewing your financial plan

• Those who want to have an overview of the financial planning process and learn how to assess their financial situation. Note that those who want in-depth information on insurance and investment should attend our topical specific modules.

1 Hour

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