Save at least 10% of your annual income and you will have a secure financial future. We have all heard this from various sources: parents, grandparents and financial advisers. Sounds easy, would you agree? Well, it’s not. We all face several challenges when trying to save for our future financial needs: limited resources and multiple investment choices.

This course provides individuals with a basic understanding of the steps to creating a well thought out investment plan. This information is provided for educational purposes only and does not constitute investment advice.

During this course, you will learn how to…

Establish specific and realistic short-, intermediate- and long-term goals for a “quality life”.

Evaluate your current financial situation including your net worth, monthly cash-flow needs, and determine the money you have available for saving and investing toward your goals.

Create a preliminary asset allocation model that reflects your goals, time horizon, risk tolerance and current financial situation.

Apply the three rules of using mutual funds to create your investment plan.

Monitor your portfolio to know when to adjust the mix of cash, bonds and stock.

Avoid the 4 common investing mistakes that can get in the way of your investing success.

No prior investing experience or personal finance knowledge is necessary.