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所在平台: Udemy |
课程主页: https://www.udemy.com/course/wealth-management-essentials-for-legacy-financial-planning/
课程评论：没有评论
**课程名称：** 财富管理核心：传承与财务规划 **课程摘要：** 本课程“财富管理核心：传承与财务规划”将带您深入了解财富积累和有效财务管理的核心原则。您将学习金融比率的基本概念，掌握评估财务健康状况并根据个人情况做出明智决策的工具。课程将引导您探索多元化的投资机会，学习辨别不同投资类型及其是否符合您的目标和风险承受能力。您还将了解产生被动收入的途径，并认识到其中的风险以及相应的规避策略。 此外，课程还将传授保障财务健康的重要知识，包括健康险和重大疾病险，帮助您理解其作用和收益，为未来提供保障。您将深入学习针对人生重大里程碑（如婚姻和为人父母）的财务规划，为稳定和繁荣的未来打下基础。 课程还将强调遗产规划的重要性，包括设立信托以保护和传承财富给后代。您将了解起草遗嘱的意义，确保您的资产按照您的意愿分配，从而保障您的传承。 加入新加坡的传承规划师 Sissi Goh 的行列，踏上这段赋能财务、实现持久繁荣的变革之旅。
In this comprehensive course "Wealth Management Essentials for Legacy & Financial Planning" you'll embark on a journey to understand the core principles of accumulating wealth and managing your finances effectively. Delve into the fundamental concepts of financial ratios, equipping yourself with the tools to evaluate your financial health and make informed decisions tailored to your life circumstances.Navigate the diverse landscape of investment opportunities, learning to discern between various investment types and assess their suitability for your goals and risk tolerance. Explore avenues for generating passive income while gaining insights into the associated risks and strategies for mitigating them.Gain invaluable knowledge on safeguarding your financial well-being through health and critical illness insurance, understanding their purpose and benefits in securing your future. Delve into the intricacies of financial planning for major life milestones such as marriage and parenthood, laying the groundwork for a stable and prosperous future.Learn the importance of estate planning, including the establishment of trusts to preserve and pass on your wealth to future generations. Discover the significance of drafting a will to ensure your assets are distributed according to your wishes, safeguarding your legacy for years to come. Join Sissi Goh the Legacy Planner from Singapore on this transformative journey towards financial empowerment and secure your path to lasting prosperity.
