Wealth Management Essentials For Legacy & Financial Planning
 

What you'll learn
Foundations of financial planning and building wealth
Comprehending the distinctions among various types of securities
Understanding health and critical illness insurance
Different types of passive income streams to build wealth
Assessing the financial impact of having children
Matrimonial assets and financial communication for marriage
Trust management to safeguard assets for generations
Understanding the importance of a will and asset distribution
Requirements
No prior knowledge required. You will learn everything about financial planning in this comprehensive course.
Description
In this comprehensive course "Wealth Management Essentials for Legacy & Financial Planning" you'll embark on a journey to understand the core principles of accumulating wealth and managing your finances effectively. Delve into the fundamental concepts of financial ratios, equipping yourself with the tools to evaluate your financial health and make informed decisions tailored to your life circumstances.Navigate the diverse landscape of investment opportunities, learning to discern between various investment types and assess their suitability for your goals and risk tolerance. Explore avenues for generating passive income while gaining insights into the associated risks and strategies for mitigating them.Gain invaluable knowledge on safeguarding your financial well-being through health and critical illness insurance, understanding their purpose and benefits in securing your future. Delve into the intricacies of financial planning for major life milestones such as marriage and parenthood, laying the groundwork for a stable and prosperous future.Learn the importance of estate planning, including the establishment of trusts to preserve and pass on your wealth to future generations. Discover the significance of drafting a will to ensure your assets are distributed according to your wishes, safeguarding your legacy for years to come. Join Sissi Goh the Legacy Planner from Singapore on this transformative journey towards financial empowerment and secure your path to lasting prosperity.
This course is for everyone who is interested in financial planning and wants to get started with it.
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