Own Your Net Worth – A Path to Financial Independence
Suzanne Cashin - Divisional Director – Financial Planning, RBC Brewin Dolphin IrelandCreating a comfortable, secure retirement takes understanding and investment in the right assets. Studies have shown that women lack confidence when it comes to financial matters.
$97.00
Overview
Suzanne Cashin holds a Masters in Financial Planning and is also a Certified Financial Planner. With over 25 years of experience in the pensions and investment business, Suzanne is the ideal person to help you overcome your nervousness when it comes to money matters.
In this course you will learn.
- How to be a more confident investor
- How to plan for your retirement
- How to choose a financial advisor
- How to build a relationship with your planning advisor
- How to invest for good
Course Curriculum
Chapter 1
A Time For Ownership & Action
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Lesson 1: No Time Like the Present! -
Lesson 2: Confidence is Key
Lesson 1: No Time Like the Present! 2 lessons, 2 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 2
A Proactive Approach to Your Financial Planning
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Lesson 1: What’s Getting in the Way of Making Decisions
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Lesson 2: Overcoming Financial Vulnerability
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Lesson 3: Planning for Career Breaks and a Long Life
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Lesson 4: Understanding Risk
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Lesson 5: Your Risk Personality & Assessment
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Lesson 6: Cycles of Risk & the Value of A Plan
6 lessons, 6 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 3
Sustainable Leadership
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Lesson 1: Why & How Values Driven Leaders Outperform
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Lesson 2: Showing Up as the Real You
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Lesson 3: Defining Your Root Values Exercise
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Chapter 2: Workbook
Chapter 2: Workbook 3 lessons, 3 Videos + 1 PDF Downloadable Worksheet + Quiz
Chapter 4
Your Plan & Goals
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Lesson 1: Key Rules for Formulating Your Financial Plan
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Lesson 2: Setting Goals
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Lesson 3: Staying On Course & Discretionary Spending
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Lesson 4: Review, Review, Review!
4 lessons, 4 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 5
Planning for Success
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Lesson 1: 5 Steps to Planning Success
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Lesson 2: Gathering the Facts- Taking a Deep Dive
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Lesson 3: Implementing Your Plan
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Lesson 4: Your Plan’s Evolution and Flexibility
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Lesson 5: Your Plan’s Health Check
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 6
Planning for Retirement
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Lesson 1: A Critical Decision
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Lesson 2: The Cost of Delay
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Lesson 3: The Value of Compounding
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Lesson 4: The Rainy Day Fund
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Lesson 5: The Comfort Zone of Liquidity
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 7
The 3 P’s in Planning With An Advisor
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Lesson 1: Building Trust with Your Advisor
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Lesson 2: The Price of Advice
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Lesson 3: The Proposal
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Lesson 4: The Performance
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Lesson 5: Understanding Advisor Fees & Regulations
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 8
Global Events & Impact
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Chapter 1: Global Events & Impact Lesson 1: Global Events and Affects on Women
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Lesson 2: Navigating Unforeseen Knock-on Effects
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Lesson 3: Tips to Advance Your Career While Working Remotely
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Lesson 4: Courage, Confidence and Feedback
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Lesson 5: Upskilling and Mentors
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 9
Investing for Good
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Lesson 1: Focusing on ESG and Sustainability
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Lesson 2: Assessing the Footprint of an Investment
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Lesson 3: Women on Corporate Boards
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Lesson 4: Staying the Course
4 lessons, 4 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 10
Conclusion
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Final Assessment
Final Assessment 1 lesson, 0 Videos + 0 PDF Downloadable Worksheets + 1 Quiz
Chapter 11
Bonus Content
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Sustainable Investment Assessment
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Client Risk Profiler
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Cleint Fact Find
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Women's Pension Gap | Suzanne Cashin
2 lessons, 0 Videos + 2 PDF Downloadable Worksheets + 3 Quiz
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