This course aims to equip soon-to-be retirees with the essential skills and knowledge to manage their financial resources effectively, optimize their investments, and secure a comfortable life post-retirement.
The course covers a wide array of topics including understanding personal finance, the principles of investing, portfolio management, and retirement planning.
Target Group
Employees nearing retirement, Individuals interested in managing their retirement funds, People seeking to understand investment strategies for post-retirement.
Goals
Understand the basics of personal finance and budgeting.
Learn how to create a financial plan for retirement.
Gain knowledge of different investment vehicles and how to diversify investments.
Learn how to manage investment risks.
Understand how retirement accounts and pensions work.
Learn strategies for tax optimization in retirement.
Target Competencies
Financial literacy.
Strategic planning.
Risk management.
Decision making.
Self-management.
Outlines
Personal Finance and Budgeting
Understanding your financial health.
Creating a post-retirement budget.
Managing debt and savings.
Estate planning.
Investment Basics
Understanding different types of investments (stocks, bonds, mutual funds, etc.)
How to diversify your investment portfolio.
The role of risk in investment decisions.
Introduction to financial markets and how they work.
* Password must be at least 8 characters long * Password must contain at least one lowercase letter * Password must contain at least one uppercase letter * Password must contain at least one digit
