YoVDO

Do Financial Planning

Offered By: YouTube

Tags

Financial Planning Courses Asset Allocation Courses Wealth Management Courses

Course Description

Overview

Learn the fundamentals of financial planning and investment strategies in this 30-minute tutorial. Discover the importance of investing over simply saving, and understand the key elements required for successful investing. Explore how to set clear financial goals and harness the power of compound interest to grow your wealth. Delve into the concept of investable surplus and learn how to plan for future lump sum expenses. Gain insights on smart investment strategies for long-term goals and understand the significance of asset allocation in building a robust financial portfolio. Whether you're a young investor or over 40, this tutorial provides valuable knowledge to help you commit to long-term investing and achieve your financial objectives.

Syllabus

Why INVEST & not just SAVE.
Know what is required to Invest Successfully.
Plan what you Intend to Achieve through Investing.
Allow Compounding to Work on your Investable Surplus.
Power of Compounding.
Bear with the Time required for the Magic of Compounding to Work.
Get Yourself to Commit for the Long-Term Investing.
Compounding works like Magic for Young People, and for 40+ too!.
Know what's your Investable Surplus.
Plan for Your Upcoming Lumpsum Expenses.
Invest Investable Surplus Smartly to meet Your Long -Term Goals.
Why do you need Asset Allocation?.


Taught by

MoneyWorks4me

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