Learn essential financial planning concepts in this comprehensive 4.5-hour course. Explore investing priorities, life insurance types, and emergency fund building. Dive into equity funds, UITFs, and stock market analysis techniques. Understand mutual fund and life insurance terminology. Create a year-end financial checklist and compare investing vs. trading strategies. Develop a pre-investment checklist, evaluate lifestyle upgrades, and apply the principle of matching. Analyze buying vs. renting decisions, craft a simple financial plan, and prioritize emergency funds vs. life insurance. Gain insights on protecting your finances during economic downturns.
Overview
Syllabus
Investing Priority: How To Invest When You Have Many Goals.
Usapang Life Insurance: Different Types of Life Insurance.
Getting Started: Build Your Emergency Fund First.
Equity Funds: What are Index trackers and actively managed funds?.
Usapang UITF: What are Unit Investment Trust Funds?.
Stock Market Analysis: Technical and fundamental analysis overview..
Mutual Fund Terms: Things you need to know when investing in mutual funds.
Life Insurance Terms: Defining commonly-used terms and phrases in life insurance..
Year-Ender: Financial Todo List for the End of the Year.
Usapang Stocks: Investing vs Trading the Market.
Checklist Before Investing.
When Can You Do a Lifestyle Upgrade?.
Investing Strategy: Principle of Matching.
Buying vs Renting: Which is Better for Where You Live?.
How to Create a Simple Financial Plan.
Emergency Fund or Life Insurance: Ano Ang Dapat Unahin?.
Securing Your Money During an Economic Downturn.
Taught by
Wealth Arki
