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Personal Finance 101

Your Complete Guide to Manage your Money Efficiently

 

Are you are looking to:

- Get out of debt?
- Buy a home?
- Move out on your own?
- Save a little or more each month?
- Go on a holiday?
- Budget for something big (a car or a higher education course)?
- Rebuild after a financial setback?

This course will support you to save more, reduce debt and invest smarter.

What You'll Learn

 

✔️ Master the Psychology surrounding personal finance

✔️ Manage your savings and expenses 

✔️ Budgeting to progress toward attaining your desired lifestyle and reaching your financial goals.

✔️Selecting  a trusted team of financial advisors.

✔️When debts may be considered “good” versus “bad” debts.

✔️Impact of credit profile on your personal financial situation.

✔️ Strategies for securing and possibly supplementing one’s income.

✔️Overview of taxes and effect of inflation on your finances.

✔️Basics of risk evaluation and management.

✔️Investment vehicles from which an investor may choose when developing a portfolio.

JOIN THE PROGRAM
DOWNLOAD CURRICULUM HERE

Everything You Need to Master and Take Control of your Personal Finances

Personal Finance 101 Program

CHF 99.00

The Full Program

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The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services. 

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