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Implementing Your Financial Plan

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Publisher : Ferris Wee - Institute for Financial Literacy

Course Language : English

Implementing your Financial Plan involves developing a Savings Plan, Insurance Plan and Investment Plan. In this course, we will look more in detail at Insurance Planning and Investment planning in order to reach our financial goals.

Under insurance planning, Life and Health insurance are covered. This includes a comparison between difference insurance products.

Under investment planning, various concepts such as risk/return trade off, investment horizon, diversification and asset allocation are considered.