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コース概要
Foundations of Financial Well-Being
- Core concepts for administrative staff
- Prevention through insurance and protection
Retirement and Pension Systems
- Afores, Infonavit, and PPR explained
- Voluntary savings for retirement planning
Savings, Investment, and Wealth Building
- Short- vs long-term savings strategies
- Basic investment options for staff
Debt and Credit Management
- Credit bureaus and their importance
- Smart debt management strategies
Financial Automation and Tools
- Digital tools for budgeting and savings
- Automation for payments and investments
Summary and Next Steps
要求
- Basic understanding of personal and institutional financial concepts
Audience
- Administrative staff
1 時間
お客様の声 (4)
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
コース - FinOps
個人的なサービスと私のニーズに合わせた
ANN - New Vitality Clinic
コース - GnuCash for Business Accounting
Machine Translated
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
コース - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.