What You'll Learn: A. Guiding Principle in Money Management B. Financial Profile B1. Inflows vs Outflows B2. Stretching your Financial Profile B3. Goal-Setting C. Financial Instruments C1. Fixed Income Investments - Types (SAs, TDs, SDAs, TBills, TNotes, etc.) - Determinants (inflation, interest, forex, etc.) - Avenues (banks, PDEX, etc.) C2. Annuities - Types (pre-need, insurance, etc. - Avenues - Caveats C3. Equity Investments - Types (blue chips, growth stocks, etc.) - Determinants - Analysis (fundamental vs technical) - Caveats C4. Real Estate - Types (direct investment, REITs) - Caveats C5. Pooled Funds - Types (mutual funds, UITFs) - Avenues (investment houses, banks, insurance companies, etc.) - Caveats D. Portfolio Management E. Performance Measurement F. 3Rs – Revisit, Rethink, Revise G. Conclusion/Summary |
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