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Mini course: MANAGING YOUR FAMILY PORTFOLIO

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MANAGE YOUR FAMILY PORTFOLIO

DESCRIPTION

Our training provides you with the essential skills and knowledge to effectively manage your family portfolio. Whether you are responsible for your family's finances, a family business or a family estate, this training will help you make informed financial decisions and optimize your investments.

In this course, you will learn the fundamentals of portfolio management, including asset diversification, risk management, financial analysis and investment selection. You will also learn best practices for planning the long-term management of your family's portfolio, taking into account your family's financial goals and risk tolerance.

PROGRAM

1
Introduction
2
Define financial objectives
3
Establishing a budget
4
Taxes
5
Choose a consultant
6
Diversify

our advice

Take a blank sheet of paper and a pen and sit down in a quiet place to assimilate each piece of information given to you. It is recommended that you read the book in its entirety first, then reread it and follow the various tips to establish a plan of action consistent with your personal finances.

MANAGE YOUR FAMILY PORTFOLIO

MANAGE YOUR FAMILY PORTFOLIO

Optimize your assets and
improve your financial decisions.

digital book

FREE

To download this mini-training course, you need to log in or register free of charge.

Reading time
1h00
difficulty
Medium
Process included
With self-understanding system
Translation
Available in English and French
prerequisites
No

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