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mini-training
MANAGE YOUR FAMILY PORTFOLIO
Description
Our training provides you with the essential skills and knowledge to effectively manage your family portfolio. Whether you're 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.
During this course, you'll learn the fundamentals of portfolio management, including asset diversification, risk management, financial analysis and investment selection. You'll also discover best practices for planning the long-term management of your family portfolio, taking into account your family's financial objectives and your tolerance for risk.
mini-training program
- Introduction
- Define financial objectives
- Establishing a budget
- Taxes
- Choose a consultant
- Diversify
our advice
Equip yourself with a blank sheet of paper and a pen, and sit down in a quiet place to assimilate all the information you are given. We recommend that you read the book in its entirety first, then reread it, following the various tips to establish a coherent action plan for your personal finances.
ESSENTIEL
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