Financial investment,investment process.Financial planning, typical family financial targets.
Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
Financial mathematics, time value of money, basic household situation application.
Insurance products, life and disability insurance, non-life insurance,most frequent insurance mistakes.
Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
Securities – bonds, shares, mutual fund shares. Short-term and long-term investing. Household portfolio of securities.
Collective investment, investing in mutual funds. Open-ended and close-ended funds. Types of funds.
Bank products, deposit accounts, credit products, mortgage loans, consumer lending, payment cards, building loans. Good and bad debt.
Principles of financial portfolio creation, diversification, dollar cost averaging.
Alternative investments - yield, risk, liquidity. Investing in tangible assets (real estates, commodities, collectibles).
Investment psychology, analysis of the investor behavior in the financial markets.
The role of the financial advisor, the ethical treatment of the client, ethics and information, ethical reporting, ethics in financial markets.
Family finance, household balance sheet and cash-flow, household savings. Household budget, importance of nest egg and insurance.
Financial mathematics, time value of money, basic household situation application.
Insurance products, life and disability insurance, non-life insurance,most frequent insurance mistakes.
Pension system, pension funds. Pension system reform. Advantages and disadvantages of investing in pension funds.
Securities – bonds, shares, mutual fund shares. Short-term and long-term investing. Household portfolio of securities.
Collective investment, investing in mutual funds. Open-ended and close-ended funds. Types of funds.
Bank products, deposit accounts, credit products, mortgage loans, consumer lending, payment cards, building loans. Good and bad debt.
Principles of financial portfolio creation, diversification, dollar cost averaging.
Alternative investments - yield, risk, liquidity. Investing in tangible assets (real estates, commodities, collectibles).
Investment psychology, analysis of the investor behavior in the financial markets.
The role of the financial advisor, the ethical treatment of the client, ethics and information, ethical reporting, ethics in financial markets.