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OVERALL OBJECTIVE
The Investment Workshop aims to equip participants with the understanding and skills to
navigate through the turbulent world of investing. To PROTECT and GROW your wealth, and REDUCE
personal debt. Learn how to plan for your financial future – you, your family, and your employees.
Gain understanding of investment risk and pension plans such as retirement annuities, 401K or
defined benefit plans.
OUTCOMES
The participants will be able to:
- Integrate stakeholder needs
- Identify future financial needs
- Consider different financial tools
- Understand their current investment position
- Read investment material with understanding
- Weigh up the pros and cons of available tools
- Distinguish what is, and is not, acceptable risk
- Understand financial requirements to consider
- Not venture into future investments unprepared
- Take responsibility for their own investment future
- Know what is required to protect their future investments
CONTENT
Retirement
- Understanding the future landscape
- Implications for your planning
Your Financial Needs
- Stakeholders
- Expectations
- Managing the interfaces
- What is important to you
- Plan for financial stability
Your Financial Realities
- Current expenses
- Current income
- Current portfolio
- Short, medium and long-term requirements
Understanding Investment Language
- Distinguish between different investment terminologies
- Understand different investment types
- Distinguish stock market cycles - bull and bear markets
- Understand stock market research, both fundamental and technical (looking at charts)
- Understand basic derivative instruments and how this can affect both risk and return
expectations
- Look at fundamental examples that impact on financial markets and companies
- Understand and appreciate Risk and Return profiles and how this might affect you
Available Tools to Use
- Understand different investment avenues and classes
- Money management - looking at the facilities offered by banks and savings institutions
- Money market investment returns
- Different avenues of stock market investments that are available
- Pension plans - options available
Asset and Investment Portfolio
- Diversification of assets; deposits, stock market investment, pension, and property
- Balance an equity portfolio between long term investments and short term speculation
- Balance an investment portfolio
- Profile expected returns and dividends
Manage Your Financial Plan
- Know how to talk with confidence to financial advisors
- Take control of your personal financial position
- Balance a personal portfolio properly
 Investments: Managing Your Money For the Future
Contact us to schedule a free, no obligation consultation to discuss your
Employee Development Training Course
needs.
Back to Employee Development Training
Courses list.
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