Investing Basics for Corporate Employees

This course introduces professionals to the fundamentals of investing, helping them build confidence in managing and growing their personal finances. Topics include risk, return, asset types, and investment planning.

By the end of this course, participants will be able to:
– Understand the principles of risk and return in investing.
– Differentiate between asset classes such as stocks, bonds, and mutual funds.
– Evaluate investment products for short- and long-term goals.
– Avoid common investment pitfalls and scams.
– Create a basic personal investment plan aligned with financial goals.

1- Investing 101: What Every Professional Should Know
2- Risk, Return, and Asset Allocation
3- Investment Products Explained: Stocks, Bonds, Mutual Funds, ETFs
4- Time Horizons, Diversification, and Market Trends
5- Building Your First Investment Plan

All Supervisory Levels, Corporate employees, first-time investors, and professionals interested in growing their wealth with greater knowledge and less stress.

Portfolio-building simulations, case discussions, financial calculators, risk profiling, and goal setting activities.

Participants will leave with an understanding of how investing works and a personalized roadmap to begin or improve their investment journey.