Personal Finance 101
Your Complete Guide to Manage your Money Efficiently
Are you are looking to:
- Get out of debt?
- Buy a home?
- Move out on your own?
- Save a little or more each month?
- Go on a holiday?
- Budget for something big (a car or a higher education course)?
- Rebuild after a financial setback?
This course will support you to save more, reduce debt and invest smarter.
What You'll Learn
✔️ Master the Psychology surrounding personal finance
✔️ Manage your savings and expenses
✔️ Budgeting to progress toward attaining your desired lifestyle and reaching your financial goals.
✔️Selecting a trusted team of financial advisors.
✔️When debts may be considered “good” versus “bad” debts.
✔️Impact of credit profile on your personal financial situation.
✔️ Strategies for securing and possibly supplementing one’s income.
✔️Overview of taxes and effect of inflation on your finances.
✔️Basics of risk evaluation and management.
✔️Investment vehicles from which an investor may choose when developing a portfolio.
Everything You Need to Master and Take Control of your Personal Finances
PARTNERS
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
Courses
Wealth Services and Family Office 3.0 Flagship Course
The Complete Guide to Sales & Marketing in Wealth and Family Office Services
Wealth Services and Family Office Reporting Software
Developing a Successful Private Wealth and Family Office Practice
National Financial Educators Council - Personal Finance
