Learning Objectives:
- Grasping the essential building blocks of investing
- Learning about various asset classes, including their characteristics and behaviours
- Analysing the importance of diversification, tax efficiency and risk management in investing
- Exploring the foundational principles of constructing an investment portfolio
- Creating a proposed personalised portfolio
Three 1 hour sessions.
Session 1:
- Dissecting the various asset classes
- Understanding their characteristics and how they behave in relation to various economic indicators
- what are the common asset class allocation
- Addressing common questions like property vs shares, investing inside vs outside of super, Shares vs ETFs vs managed funds, and much more
Session 2:
- Exploring your risk capacity
- why is risk management paramount in investing
- what are some of the commonly employed risk management strategies
- Suitability of asset classes and investment styles to your risk profile
Session 3:
- Understanding tax implications in investing
- the role of leverage and its risk
- exploring the tax efficiencies of various investing strategies, including leverage
- constructing a proposed personal investment portfolio
Level: No prior investment knowledge required
Provided by:
Acumen Money / ProsperaMed Credit License 547918 / ABN 78 644 650 340
Approved by Acumen Investors AFSL 526 972 / ABN 58 638 480 118
Enquiries:
service@prosperamed.com.au
+ 61 425 304 302
Our Commercial Partner:
Australian Financial Service License 526972
Credit Representative License 547918
Please note our Disclaimer here
Financial Adviser
20+ years in financial services
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