Financial Planning 101: How to Invest

Our investments are our workhorses – by investing wisely, we allow our money to work harder for us.

In this session, you will learn the fundamental thought process and analytical tools for good investment planning:

• The principles of investing
• Foundations before investing
• Pie-chart portfolio planning
• 5 questions to ask before every investment
• Risk profile assessment
• Overview of investment vehicles available
• Running an investment simulation

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