360€
306€
-15% (hasta el 30/04/2026)
* Becas y descuentos no aplicables a formación programada
- Presentación
- Temario
- Metodología
- Titulación
Descripción
¿A quién va dirigido?
The Course on Personal Investment and Savings is designed for professionals and graduates in the finance sector who wish to enhance or update their knowledge. This course is ideal for those interested in understanding financial education, managing personal investments, budgeting, and learning about basic economic concepts to protect their financial future effectively.
Objetivos
- Understand the fundamentals of financial education for informed decision-making.
- Evaluate your financial situation to set realistic and achievable financial goals.
- Develop strategies for effective personal investment and savings management.
- Learn methods for efficient financing and debt management.
- Create and maintain a balanced family budget for financial stability.
- Identify and implement family savings techniques for future security.
- Grasp basic economic concepts to enhance financial literacy.
- Explore different types of financial investments and their potential returns.
- Plan for future protection by understanding insurance and retirement options.
- Consider various factors and risks involved when making investment decisions.
Salidas Profesionales
- Financial advisor for individuals and families - Personal investment consultant - Budgeting and savings planner - Retirement plan strategist - Financial literacy educator - Risk management analyst - Wealth management associate - Financial planning assistant - Investment analyst for personal portfolios
Temario del Course on Personal Investment and Savings
UNIT 1. INTRODUCTION. FINANCIAL EDUCATION
- Savings culture
- Avoid financial dependence
- Financial education from a young age
UNIT 2. EVALUATION OF OUR FINANCIAL SITUATION
- Define your assets
- The economic cycle and the balance of assets
UNIT 3. PERSONAL INVESTMENT AND SAVINGS
- Expenditure control
- Major purchases
UNIT 4. FINANCING MANAGEMENT
- Debt management
- Non-payments and their consequences
UNIT 5. THE FAMILY BUDGET
- How to make a family budget?
- The budget balance
UNIT 6. FAMILY SAVINGS
- The checking account and the savings account
- Payment methods: cash, checks and cards
UNIT 7. BASIC ECONOMIC CONCEPTS
- Gross domestic product
- Inflation
- Interest rates and exchange rate
UNIT 8. OUR FINANCIAL INVESTMENTS
- Banking savings products
- Investment in real estate
- Invest in the stock market
- Investment funds
UNIT 9. PROTECTING OUR FUTURE
- Insurance
- Pension plans
UNIT 10. OTHER ASPECTS WHEN INVESTING
- Financial information in advertising and the media
- Psychology and investment
Metodología
EDUCA LXP se basa en 6 pilares
Item
Titulación del Course on Personal Investment and Savings
Degree Issued and Endorsed by INESEM Business School. “Non-Official Education and Not Leading to the Award of an Official Degree or Certificate of Professionalism”.
INESEM Business School se ocupa también de la gestión de la Apostilla de la Haya, previa demanda del estudiante. Este sello garantiza la autenticidad de la firma del título en los 113 países suscritos al Convenio de la Haya sin necesidad de otra autenticación. El coste de esta gestión es de 65 euros. Si deseas más información contacta con nosotros en el 958 050 205 y resolveremos todas tus dudas.
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Course on Personal Investment and Savings
360€
306€
360€
306€