CPD
3 Non-Scientific Hours
Financial and Investment Essentials Part 2: Sharemarket and Investing Fundamentals Brief Financial literacy is the ability to make informed judgements and effective decisions regarding the use and management of money. In today’s world of increasingly complex financial decisions, financial literacy is considered a vital skill. This series will give you the key financial skills and understanding to manage your money with confidence and make informed decisions for your personal life and career.
Topics ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ ÜÜ
Learning outcomes
Investment fundamentals, including superannuation Cash flow planning Property investment fundamentals Sharemarket investment fundamentals Debt Loan fundamentals and option Asset protection and insurance Tax considerations for investing
At the conclusion of this course, participants will be able to: ÜÜ Know how to manage your cash flow and debts ÜÜ Understand the reason for saving and investing as well as the risks and returns of investment alternatives ÜÜ Understand the advantages of protecting assets and know which insurance products to choose ÜÜ Understand optimal ways to minimize tax and fee payments
Presenters Mr Stuart Mathieson Finacial Advisor Moneywise
Mr Francis Lee
Tailored for recent graduates and experienced dentists
Finacial Advisor Moneywise
Mr Daniel Giles Senior Tax Accountant Moneywise
DATES
Wednesday 18 July 2018
FEES
TIMES
5.30pm – 8.30pm
FREE for ADAVB Members
VENUE
ADAVB Meeting Room Level 3, 10 Yarra Street South Yarra VIC
Non-ADAVB Members
FORMAT
Interactive seminar
RSVP BY
Friday 16 March 2018
Proudly supported by
14
2018 Continuing Professional Development Program
$55