Financial Independence Step by Step
Course Introduction.
Mindset & Purpose
5 Topics
Can Do
The Changing Environment
Taking Responsibility
Life Stages in more Detail
Summary
Workbook Overview
Understanding YOUR Finances
4 Topics
Lifestyle & Budgeting (Part 1)
Lifestyle & Budgeting (Part 2)
Assets & Liabilities
Risk Portfolios
Lifestyle Planning
12 Topics
Overview
Example 25 year old
Calculator Example 25 year old
Example 45 year old
Calculator Example 45 year old
Example 60 year old
Calculator Example 60 year old
Scenario Testing
Interpreting Your Outcomes
Detailed Calculator Demo
Fitting Your Outcomes to Your Risk Categories
Aligning Your Current Investments
Implementation
8 Topics
Administrators
Investment Types (Part 1)
Investment Types (Part 2)
Investment Options
Portfolio Allocation (Part 1)
Portfolio Allocation (Part 2)
Making Your Investments
Reviewing Your Investments
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Next Topic
Portfolio Allocation (Part 2)
Financial Independence Step by Step
Implementation
Portfolio Allocation (Part 2)
And, following on from Part 1, a little more detail on Portfolio allocation.
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