IfFP China | CJWM - Investment
Audience
College students or have entered the workplace, no financial experience, willing to learn to improve their wealth management ability of social groups
Curriculum Content(2 Days)
• Investments – overview / typology
• Fixed income: liquidity, bonds, etc
• Equity: stocks, private equity, etc
• Other: real estate, gold & natural resources, etc. (brief overview only)
• Investments vehicles: mutual funds, trusts, certificates, etc.
• Risk and return / risk and uncertainty
• Golden Investment Rules
• The investment market in China
• How to get rich – asset planning and investment policy
• Individual Investment Planning and Case Study