Financial Literacy and Investment Masterclass

About This Course

Who Can Attend

This masterclass is ideal for individuals interested in improving their personal finance skills, learning how to manage their money better, and building long-term wealth through informed financial decision-making.

Benefits to Employers

  • Employees with better financial literacy are likely to experience less financial stress, leading to higher productivity.
  • Encouraging financial education can improve employee retention by offering valuable life skills training.
  • Financially literate employees are better equipped to manage workplace benefits, such as retirement plans.

Benefits to Individuals

  • Improve personal financial decision-making by understanding budgeting, saving, and investing.
  • Learn how to manage and reduce personal debt effectively.
  • Gain confidence in planning for retirement and ensuring long-term financial stability.
  • Understand how to invest wisely, based on risk tolerance and financial goals.

What will I learn?

  • Understand the basics of personal finance, including budgeting, saving, and debt management.
  • Gain knowledge on different types of investments and their associated risks and rewards.
  • Learn how to build a diversified investment portfolio that aligns with financial goals.
  • Understand the importance of retirement planning and how to calculate retirement savings needs.

Course Contents

Personal Finance Basics

Creating a personal budget and managing debt. Introduction to saving strategies and building an emergency fund.

Introduction to Investing

Overview of investment types (stocks, bonds, mutual funds, real estate).

Risk vs. reward: Understanding the trade-offs of different investments.
Exercise: Building a sample investment portfolio based on personal financial goals.

Retirement Planning

Key retirement savings strategies (401(k), IRA, pensions). Estimating how much you need to save for retirement.