Overview
Pre-Retirement, Financial Planning and investment management is an ongoing process to help you make sensible decisions about money, and it starts with helping you articulate the things that are important to you. Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each decision you make affects other areas of your finances.. In this course, participants will learn about the investment management business
Who to Attend
Top, Executives, Senior and Middle Level Managers, etc
Objectives
- To introduces participants to financial opportunity that exists after retirement and also provides ways of managing investment
- To provides an orientation of “entrepreneurial personality
- To expose participants to a number of entrepreneurial opportunities
Outline
- Overview of Pre-Retirement Training On Financial Planning And Investment Management
- General Retirement Orientation
- Types of Investments Currently Available In Nigeria
- Planning a New Business
- Development Process
- How to Monitor Trends to Shape the Business to Success
- A Sample Business Model
- How To Grow the Business – Making the Business Prosper
- Selling and Marketing
- A Sample Sales Plan
- Implementing Cash Management Strategies
- Determining Credit Ceilings
- Providing Guidance to Businesses and Individuals Making Investment Decisions
- Building Financial Models for Cash-Flow Analysis
- Devising Financing and Capital Structure Strategies
- How to Build Rapport with Clients
- Effective Communication Skills
- Record Keeping and Confidentiality
- Collecting Client Data
- Carrying Out Research and Analysis
- Creating a Financial Plan and Investment Risk
- Implementing and Reviewing the Plan
- Making Investment Decisions
COURSE DETAILS:
Date:12th – 16th September, 17th – 21st October, 22nd – 26th August
Venue: Virtual(Online)
Fee: N450,000