Learn Finance – Personal Finance Fundamentals

Building sustainable wealth is a journey

And like every journey you have to have a starting point. This is exactly what Learn Finance provides; a ‘start to finish’ on the fundamentals of personal finance. It has never been easier to be financially wealthy, but at the same time, it has become incredibly complicated. The game has changed, but we can show you how to play

• Setting Financial Goals
  Build a strong foundation for your financial plan. It’s the choices we make today that determine our financial future
• Investment Basics
  What each asset class means for your investment portfolio, and how your Risk Profile can be used to guide portfolio construction
• Strategies
  Build wealth, reduce tax, and protect your assets
• Structures & Environments
  Learn about investing through Trusts and what it means to fund your retirement through Superannuation

What You’ll Learn In Personal Finance Fundamentals

Goals

• Introduction
• The Importance of Goals
• Timeframes
• Structured goal setting
• Financial Freedom
• Applying what you know
• Financial Goal Setting Worksheet
• Target Goal Excel Tool
• Goal Calculator
• How have things started?
• Testimonial

The Basics

• Personal Finance Basics – An Introduction
• Income
• Tax
• Savings, Cashflow and Budgeting
• Deductions
• Debt Management
• Your Personal Balance Sheet
• Applying what you know
• Quiz 1
• Balance Sheet
• How’s it going?

Economics

• Intro to Economics
• Economic Terms
• Supply
• Demand
• Supply Demand Equilibrium
• Applying what you know
• Quiz 2

Investment Theory

• Investment Theory
• Risk & Reward
• Risk
• Volatility and the Risk v Return relationship
• Diversification
• Applying what you know
• Quiz 3
• How was Economics and Investment Theory?

Investment Basics

• Investment Basics and Cash
• Fixed Interest
• Property
• Shares – Part 1
• Shares – Part 2
• Determining Share Price
• Portfolio Asset Allocation
• Applying what you know
• Quiz 4
• Risk Profile Questionnaire

Investment Environments

• Investment Environments
• Trusts and Beneficiaries
• Family Trusts
• Unit Trusts
• Alternative Structures
• Superannuation
• Self Managed Super Funds
• Contribution types
• Superannuation Checklist
• Applying what you know
• Quiz 5
• How was Investment Basics and Investment Environments?

Financial Strategies

• Financial Strategies
• Salary Sacrifice
• Family Trust Distributions, Property and Capital Gains Tax Timing
• Investing, Property or Shares, Leveraging
• Margin Loans
• Home Equity and Debt Recycling
• To leverage or not to leverage
• Home deposits using superannuation
• Applying what you know
• Quiz 6

Risk Management

• Risk Management
• Investment Risk Management
• Personal Risk Management – Part 1
• Personal Risk Management – Part 2
• Strategies
• Levels of cover and costs of insurance
• Applying what you know
• Quiz 7
• ‘A Safe Estate’ – Bonus Estate Planning Worksheet
• Insurance Needs Analysis
• How was Financial Strategies and Risk Management?

Sale Page: Learn Finance – Personal Finance Fundamentals

When will I receive my course?

You will receive a link to download your course immediately or within 1 to 21 days. It depends on the product you buy, so please read the short description of the product carefully before making a purchase.

How is my course delivered?

We share courses through Google Drive, so once your order is complete, you'll receive an invitation to view the course in your email.

To avoid any delay in delivery, please provide a Google mail and enter your email address correctly in the Checkout Page.

In case you submit a wrong email address, please contact us to resend the course to the correct email.

How do I check status of my order?

Please log in to MMOCourse account then go to Order Page. You will find all your orders includes number, date, status and total price.

If the status is Processing: Your course is being uploaded. Please be patient and wait for us to complete your order. If your order has multiple courses and one of them has not been updated with the download link, the status of the order is also Processing.

If the status is Completed: Your course is ready for immediate download. Click "VIEW" to view details and download the course.

Where can I find my course?

Once your order is complete, a link to download the course will automatically be sent to your email.

You can also get the download link by logging into your mmocourse.hk account then going to Downloads Page.