What you'll learn
- Understand the differences between savings, investment, and speculation, and identify when to use each based on specific financial goals and risk tolerance
- Apply the power of compounding by calculating its effects on investments, leveraging time and reinvestment to amplify returns, and maximizing growth potential
- Analyze the impact of macroeconomic factors such as inflation, interest rates, currency fluctuations, and GDP growth on market behavior and investment performan
- Develop personalized financial strategies by integrating an understanding of savings, investment options, and macroeconomic influences to align with unique fina
Requirements
- This course is designed for beginners, so no prior experience in finance or investing is required. Learners will need access to a device with an internet connection to access course materials, participate in activities, and complete assessments. Most importantly, an open mind and a genuine curiosity to understand financial concepts and strategies are all that’s needed to benefit from this course
Description
"Wealth Management Basics" is a comprehensive, beginner-friendly course designed to introduce you to the foundational concepts of personal finance and wealth management. Whether you’re a student, young professional, or anyone looking to better understand the world of finance, this course equips you with the essential knowledge to confidently navigate your financial journey.
In this course, you'll learn the key differences between savings, investment, and speculation, helping you make informed decisions about where and how to allocate your resources. The course also covers the power of compounding—an essential principle for growing wealth over time—and shows you how to apply it in real-world scenarios.
You'll explore how macroeconomic factors such as inflation, interest rates, and GDP growth impact markets and investment performance, providing you with the tools to understand and react to global and national economic shifts. This knowledge will help you make smarter decisions, whether you’re managing your personal finances or starting your investment journey.
By the end of this course, you'll be equipped to develop a personalized financial strategy tailored to your goals, whether you're saving for the future, planning for retirement, or building long-term wealth. "Wealth Management Basics" lays the groundwork for anyone looking to build financial security, manage risk, and create a strong foundation for wealth
Who this course is for:
- This course is designed for beginners, including college students, young professionals, and retail investors who want to build a solid foundation in personal finance. It’s also ideal for entrepreneurs, small business owners, and DIY financial enthusiasts seeking to improve their financial literacy and understand how macroeconomic factors impact investments. Anyone looking to grasp essential financial concepts and strategies will find this course valuable
Instructor
- 4.6 Instructor Rating
- 10 Reviews
- 23 Students
- 6 Courses
Mr. Sujoy Das, co-founder of OAWA, Ex-Head-Fixed Income at Invesco Asset management, has over 25 years of experience in Fixed- Income and currency markets. Managed funds for both domestic and offshore funds. In 2005 and 2012, he was featured amongst the top debt fund managers in the country in a survey conducted by Business Today