Synopsis:
In this Personal Finance Series with Providend: Achieving Financial Wellness with Money Wisdom, the course introduces the core areas of interest that busy working professionals should consider for their personal finances.
As a brief overview, Part 3 of the series will cover the following:
1) Mitigating Risk - The Fundamental Purpose of Insurance in our Wealth Plan
Covid-19 has generally led many to become more aware of protecting themselves and their loved ones from unfortunate events so that their goals can still be realised. It is an observable trend that more have been seeking insurance solutions but with a mind-boggling array of financial products out there, how do you know which is the most suitable for you and your family? We will share with you tips to choose the right insurance to ensure sufficient coverage and still leave enough money for you to plan towards other areas of needs such as retirement and funding your children’s tertiary education.
2) Investing Amidst Market Volatility
With lots of uncertainty surrounding today’s economy, many are reviewing their investment portfolios and strategy. We will give an overview of how the various investment options work and key considerations so you can make an informed decision on which to implement for your own investment journey.
Explore other areas of managing personal finances in this series (4 parts in total):
Intended For:
Competency Mapping:
CPE Category "Others" = 1.0 CPE Hour
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