Talk (1 hour)
Objective
This talk aims to help you understand the basic features and risks of some major financial products. You will also learn some basic 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.
Activity-based Workshop (1.5 hours)
Objective
This activity-based workshop aims to help you understand the basic features and risks of some major financial products. You will also learn some basic 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.
Begin Your Financial Literacy Journey
Enrol for this course via our e-learning platform Finlearn@Academy, where free and user friendly e-courses are available for learning at your own pace and convenience.