Own Your Net Worth – A Path to Financial Independence
Creating 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.
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
Chapter 1: A Time For Ownership & Action
+-
Video Lesson 1: No Time Like the Present!- -
Video Lesson 2: Confidence is Queen
Video Lesson 1: No Time Like the Present!- 2 lessons, 2 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 2
Chapter 2: A Proactive Approach to Your Financial Planning
+-
Video Lesson 1: What’s getting in the way of making decisions
-
Video Lesson 2: Overcoming Financial Vulnerability
-
Video Lesson 3: Planning for Career Breaks and a Long Life
-
Video Lesson 4: Understanding Risk
-
Video Lesson 5: Your Risk Personality & Assessment
-
Video Lesson 6: ycles of Risk & Value of A Plan
6 lessons, 6 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 3
Chapter 2: Sustainable Leadership
+-
Video Lesson 1: Why & How Values Driven Leaders Outperform
-
Video Lesson 2: Showing Up as the Real You
-
Video Lesson 3: Defining Your Root Values Exercise
-
PDF Chapter 2 - Workbook
PDF Chapter 2 - Workbook 3 lessons, 3 Videos + 1 PDF Downloadable Worksheet + Quiz
Chapter 4
Chapter 3: Your Plan & Goals
+-
Video Lesson 1: Key Rules for Formulating Your Financial Plan
-
Video Lesson 2: Setting Goals
-
Video Lesson 3: Stay On Course & Discretionary Spending
-
Video Lesson 4: Review, Review, Review!
4 lessons, 4 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 5
Chapter 4: Planning for Success
+-
Video Lesson 1: 5 Steps to Planning Success
-
Video Lesson 2: Gathering the Facts- Taking a Deep Dive
-
Video Lesson 3: Implementing Your Plan
-
Video Lesson 4: Your Plan’s Evolution and Flexibility
-
Video Lesson 5: Your Plan’s Health Check
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 6
Chapter 5: Planning for Retirement
+-
Video Lesson 1: A Critical Decision
-
Video Lesson 2: The Cost of Delay
-
Video Lesson 3: The Value of Compounding
-
Video Lesson 4: The Rainy Day Fund
-
Video Lesson 5: The Comfort Zone of Liquidity
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 7
Chapter 6: The 3 P’s in Planning with An Advisor
+-
Video Lesson 1: Relationship with Your Advisor
-
Video Lesson 2: The Price of Advice
-
Video Lesson 3: The Proposal
-
Video Lesson 4: The Performance
-
Video Lesson 5: Understanding Advisor Fees & Regulations
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 8
Chapter 7: Global Events & Impact
+-
Video Chapter 1: Global Events & Impact Lesson 1: Global Events and Affects on Women
-
Video Lesson 2: Unforeseen affects…
-
Video Lesson 3: Tips to Advance Your Career while Working Virtually
-
Video Lesson 4: Courage, Confidence and Feedback
-
Video Lesson 5: Upskilling and Mentors
5 lessons, 5 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 9
Chapter 8: Investing for a Good
+-
Video Lesson 1: Focus on ESG and Sustainability
-
Video Lesson 2: Your Investment foo
-
Video Lesson 3: Women on Corporate Boards
-
Video Lesson 4: Stay the Course!
4 lessons, 4 Videos + 0 PDF Downloadable Worksheets + Quiz
Chapter 10
Chapter 9: Let's test what you have learned
+-
Quiz Let's test what you have learned
Quiz Let's test what you have learned 1 lesson, 0 Videos + 0 PDF Downloadable Worksheets + 1 Quiz
Chapter 11
Bonus Content
+-
Quiz Sustainable Investment Assessment
-
Quiz Client Risk Profiler
-
PDF Cleint Fact Find
-
PDF Women's Pension Gap | Suzanne Cashin
2 lessons, 0 Videos + 2 PDF Downloadable Worksheets + 3 Quiz
Interested in us for your business?
genconnectu offers a range of packages and options
for enterprise customers.