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Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment
Courses and Lessons
Introduction: Wealth Management
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Course Modules
- Preparation—Your Financial Wealth Check
- Managing income and expenses
- Philosophy of wealth and investment objectives
- HVV1004: The Family Philosophy of Wealth
- WMA1009: Differences Between Institutional and Private Investing, The Long term investment objectives
- WMA1102: Family Wealth Management
- WMA1102: Family Wealth Management
- Sustainable and impact investing
- Investor profile and S-curve asset allocation
- Overview of asset classes
- Sustainable and impact investing
- Managing the family financial ecosystem
- WMA1107: Family Financial Ecosystem
- Performance reporting and management