Investing for Financial Wellness

COURSE

Course description

Financial wellness is about more than just finances. Over four sessions, this interactive and engaging course will examine multiple layers of healthy investing. Guided by an experienced Chartered Financial Analyst, you will explore values and goals related to security and freedom, psychological pitfalls and opportunities, investing for health care and social responsibility, and the value of diversification. Upon completion of the course, you will be able to create an investment plan, understand the impact of investment decisions, discuss current trends and optimize taxation for a holistic financial portfolio.

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