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- Wealth Management (WMG)
Currículum
- 8 Sections
- 8 Lessons
- 40 Hours
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- Financial PlanningThis module will help you assess your current financial situation by becoming aware of your income and expenses. It will also guide you in reflecting on your future needs and how to ensure you have the necessary resources when the time for transition comes, thereby ensuring your long-term financial stability.2
- Basics of Finance and InvestmentsThis module focuses on understanding the basics of finance and investments. It also examines the importance of financial planning and the relationship between risk and return when making economic decisions.2
- Traditional Investment InstrumentsThis module focuses on the main traditional investment instruments, such as stocks, bonds, and deposits. It also examines their characteristics, advantages, and risks, helping to understand how they are used to generate returns.2
- Other Investment InstrumentsThis module focuses on exploring other investment instruments, such as funds, derivatives, and real estate. It also examines their characteristics and risks, and how they can complement a diversified financial strategy.2
- Profitability and Feasibility Analysis of BusinessesThis module focuses on evaluating the profitability and viability of businesses. It also examines key tools and criteria for making informed financial decisions and reducing risks when investing or starting a business.2
- Basic Concepts of Taxation and Its Impact on InvestmentsThis module focuses on understanding the basic concepts of taxation and its impact on investments. It also examines how taxes affect profitability and financial planning.2
- Implications and Liabilities of ShareholdersThis module focuses on the implications and liabilities of shareholders. It also examines their rights, duties, and how they influence the management and decisions of companies.2
- Key Experts to Consult2
Financial Planning – Test
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