ADVANCED FINANCIAL EDUCATION
CREATING AND MANAGING WEALTH
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Preparing and setting your plan
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Determining your goals
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Considering your choices
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Achieving your financial dreams and aspirations
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Strategies to use
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How much is enough?
FINANCIAL LEGACY FILE
BASIC GUIDE TO INVESTING
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Financial Planning
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Risk and Return
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Your individual investment strategy
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Asset Classes:
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Unit Trusts
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Exchange Traded Funds
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Insurance products
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Interest bearing investments
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Other investments
UNDERSTANDING YOUR RETIREMENT
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Pension or Provident Fund?
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Trustees
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Members
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What should every member know about their retirement fund?
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Essential information you need to constantly assess about your retirement fund
POWER 8
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These are the 8 fundamental rules that every person need to know about personal finance
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Control your finances using these financial rules
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Earning and getting to keep your money by applying these fundamentals
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These fundamentals are re-enforced by way of true stories
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These rules you get to keep for life
JOIN US TODAY
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P.O Box 46572, Orange Grove, Johannesburg, ZA
jon@financialpassport.co.za | Tel: +27 (0)71 488 4410
