RIZIV-accredited1 hour/pointEthics and EconomicsRIZIV 25030616
Smart investing as a general practitioner for greater peace of mind
Start the e-learningRIZIV recognition number: 25030616
As an entrepreneur or practitioner of a liberal profession, it is important to take charge of your financial independence. This is not always straightforward: financial education is often lacking, the investment offerings are complex, and there are many doubts or barriers.
Through this e-learning, Bank Van Breda helps you gain more insight into saving and investing, and shows you how to build a personal investment plan in a thoughtful and diversified manner — with or without a company. This way, you work step by step towards financial peace of mind.
What will you learn?
Preparation of a financial plan: goal and strategy
Balanced composition of an investment portfolio
The three pillars: availability, protection, and yield
Risk profiles and the role of emotion in investing
Impact of interest rate environment and diversification in maturities
The benefits of a long-term investment plan
Content
1. Developing a plan: goal and strategy5 min
2. The choice of the investment product5 min
3. Information and availability as a basis5 min
4. Protection: loss and recklessness5 min
5. Return and risk profiles5 min
6. Sub-portfolio availability and protection6 min
7. Sub-portfolio return and dynamic investment plan7 min
8. Conclusions and final guidelines for construction5 min
9. The benefits of an investment plan: discipline and capitalization3 min
10. Distribution of savings formulas6 min
11. Less dependent on the financial climate5 min
12. Conclusion2 min