Profile, horizon and financial behavior
Separate emotional disposition, financial capacity and risk need, creating verifiable decision rules.
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All lessons
- Planning, goals, reserve and debts 30 min
- Risk, return, liquidity and diversification 30 min
- Interest, capitalization and rate comparison 30 min
- Inflation, purchasing power and real return 30 min
- Currency, exchange and international exposure 30 min
- Who does what in the financial system 30 min
- Issuance, trading, orders and settlement 30 min
- Economy, interest rates and yield curve 30 min
- Financial statements, price and value 30 min
- Costs, taxes, benchmarks and performance 30 min
- Profile, horizon and financial behavior 30 min
- Construction of an integrated financial plan 30 min