Economics Investment Planning Risk Management 
Yardley Wealth Management
AUGUST 20, 2024
Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors. Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making.
Trade Brains
DECEMBER 7, 2023
The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.
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International College of Financial Planning
APRIL 25, 2024
This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.
International College of Financial Planning
JULY 31, 2023
Importance of Education and Expertise: Education plays a vital role in becoming an investment advisor. They are professionals who hold specialized degrees or certifications in finance, economics, or related fields. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.
International College of Financial Planning
JULY 30, 2022
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.
Workable Wealth
SEPTEMBER 16, 2020
Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.
Fortune Financial
AUGUST 7, 2023
Commodities If you’re interested in tangible assets, commodities can be an appealing alternative investment option. Precious metals like gold and silver have been sought after for centuries as a store of value and a hedge against economic uncertainties.
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