Major Financial Products
(ACTIVITY-BASED WORKSHOP)
ACTIVITY-BASED WORKSHOP | INVESTING
Major Financial Products
OBJECTIVE
This activity-based workshop aims to help you understand the features and risks of some major financial products. You will also learn about investment strategies and how to construct an investment portfolio based on your financial needs and risk appetite.
COURSE OUTLINE
- Considerations When Investing – Risk, Returns & Strategies (Re-cap)
- Getting Started & Your Investment Policy Statement
- Features of Major Financial Products & Robo Advisors
- Regulated Investment Products, Financial Advisors and FIDReC
- Construct, review and re-balance your investment portfolio regularly.
WHO SHOULD ATTEND
Suitable for those who want to learn the features, benefits, and risks of some major financial products.
DURATION
1.5 Hour
Other Related Topics
Restrictions on use of Materials.
Except as otherwise provided, the Contents of this Website shall not be reproduced, republished, uploaded, posted, transmitted or otherwise distributed in any way, without the prior written permission of the Institute for Financial Literacy (IFL).
You may download one copy of any information provided in this Website onto a single computer for your own personal non-commercial use provided that you keep intact all accompanying copyright and other proprietary notices.
Modification of any of the Contents or use of the Contents for any other purpose will be a violation of intellectual property rights. Graphics and images on this Website are protected by copyright and may not be reproduced or appropriated in any manner without the written permission of their respective copyright owners.
