Handbook

This course equips you with the essential knowledge and practical skills to effectively build, manage, invest, and protect your personal finances throughout your life. Tailored for university graduates, it delves into critical financial topics, including assessing your current financial situation, setting long-term goals aligned with your values and ethics, and creating a roadmap to achieve financial independence. You will explore key areas such as career planning, home ownership and debt management, tax planning, risk identification and management, and selecting the right investments to reach your financial goals. This course provides a comprehensive foundation to help you take control of your financial future with confidence and the foundational knowledge to determine whether you are interested in pursuing a career in the wealth management industry.