Personal Finance Pilot

This introductory course is designed to provide a personal assessment of existing knowledge (and gaps) in a variety of subject areas and provide guidance on which course topics would be most relevant to each participant.

The activities teach while you do: the gamified exercises and group discussion are designed to deliver learning outcomes irrespective of knowing the correct answer … or not.

The learning outcomes are:

  1. Exposure to important investment concepts such as risk preference, the power of compounding interest over long periods of time and investing tax efficiently
  2. Understand the key features of tax efficient investment options (UK-centric), including how best to put money aside for children and dependents
  3. Understand the interplay between time, capital, income and total return
  4. Your knowledge gaps and fields of interest, respectively learning priorities


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