Money, happiness, and habits
Gain insight into the link between money and happiness. Learn habits for financial success in order to implement them in your own life.
Financial planning over a lifetime
Gain an understanding of financial planning and various client life stages. Be able to assess your own current life stage and identify typical financial needs.
What has COVID-19 taught us?
Critically assess the impact of the pandemic on your own financial position. Apply learnings from the pandemic to future financial planning.
Thinking about your money and financial life – creating a framework
Apply an asset and decision-making framework to your own life and financial situation.
Choosing a financial planner
Gain understanding of types of financial planners and remuneration models found globally to understand and critically evaluate the offering of a particular financial planner.
Financial risks and needs
Gain an understanding of what risk is and the types of risk faced by all of us. Enable yourself to identify your own personal risk areas. Understand why planning for risk events takes precedence over investments.
Why is managing behaviour so important?
Gain an understanding of the important link between behaviour and outcomes. Be able to assess your own behavioural l biases.
So, is it worth using a financial planner?
Gain an understanding of the practical benefits a financial planner can offer. Be able to assess whether you would find value in making use of a financial planner.