Decipher Savings and Investment
Description du parcours
Dive into the world of savings and learn how to create an investment strategy tailored to your aspirations. And make the interest work for you!
Découvrez les unités du parcours
Making a budget
Explain the function and structure of a budget.
Present the steps involved in budget planning and monitoring.
Produce a monthly budget.
Making a budget: exercise
Produce a monthly budget.
Optimize your budget
Analyze a budget and identify possible improvements.
Preparing to save and invest
Explain the concepts involved in setting up a savings plan
What are the steps involved in investing?
What is an investor profile?
What precautions should be taken?
Choose a savings vehicle
Describe the savings vehicles available to meet your needs.
What savings vehicles are available?
What are their advantages and limitations?
What needs do they meet?
Choosing investments
Interpret investment-related information and discuss it with the professionals who advise you.
What types of investments can I make?
What types of income can be generated?
What are the best practices to follow?
Choosing investments: new trends
Introducing new investment options to invest in
What is responsible investment?
How do cryptoassets work?
Investing without a tie
Present the main factors to consider when choosing and monitoring investments.
Recognize the factors that can affect the value of an investment.
How our paths can create a positive impact
Through interactive reflections, practical exercises and exciting discussions, you'll discover the concepts to remember and the habits to implement in your life. No time to get bored!
Continue your learning in a dynamic, interactive environment, where you can broaden your horizons and tackle topics that complement your workshop experience.
Tackle practical exercises that will reinforce your understanding. Because practice is essential to ensure that what you learn is reflected in your bank account.
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