HOW WE HELP
CP001 - MANAGING FINANCES
As first step of the roadmap to wealth building and financial independence, in this coaching program, the following pertinent topics will be covered in detail:
Objective:
- Have complete knowledge and control of your current financial profile and finances.
Outline:
- Understand your earned income and other inflows.
- Manage cashflow with tracking tools.
- Improve your earning powers.
- Convert free cashflow to emergency and investible funds.
Delivery:
- In-person & Virtual
CP002 - ELIMINATING DEBTS
Debt, the big elephant in the room, can be managed through disciplined, well-focused and goal-oriented money management.
Objective:
- To provide you the know-how and the tools to eliminate your financial debt burdens and, free up cash to save and invest.
Outline:
- Analyze your debt profile.
- Debt payoff priorities and strategies.
- Evaluate your life-style and habits.
- Debt management plan participation.
Delivery:
- In-person & Virtual
CP003 - INVESTING GOALS
Having excess cash provide good feelings; putting the cash to work is, however, critical. How do put your excess liquidity to work? What are expected outcomes when fund is put work?
Objective:
- To provide you with the necessary skillsets to identify investment goals that specific to your needs, measurable, achievable, relevant that attainable within reasonable time-frame.
Outline:
- Discuss investing objectives.
- Identifying investing goals.
- Understanding your investment profile.
- Suitability of investing goals to your profile.
- Setting up investing goals.
Delivery:
- In-person & Virtual
CP004 - INVESTING STRATEGIES
Financial market investing is a complex venture with several outcomes and expectations depending largely on your approaches and mindsets.
Objective:
- At the end of this course you will be able to identify the suitable investing strategies that meet your investment profile and goals.
Outline:
- Defining and understanding investment strategies.
- Discussing various types of investing strategies.
- Choosing appropriate investing strategies aligning to your investment profile and goals.
- Implementing your investing philosophy and strategies.
Delivery:
- In-person & Virtual
CP005 - ANANLYZING SECURITIES
Before making any serious or consequential acquisition or disposal, there are thought-processes involve intuitively or practically. Thus, investing in financial securities involves thorough and thought-out decision making process to identifying and selecting the right securities.
Objective:
- The goal is to walk you through the process of identifying potential securities before pulling the trigger to acquire (invest) or dispose (divest).
Outline:
- Why analyzing securities.
- Methods of analyzing securities.
- Researching securities.
- Aligning analytical methods with investing philosophy and objectives.
Delivery:
- In-person & Virtual
CP006 - VALUE INVESTING
To larger extent, everyone like to buy stuff when they are on sale or at a bargain. Same goes with buying or investing in a piece of business (security), buying a business for less than its worth. This is the premise of value investing - hunting for a bargain.
Objective:
- To provide you the necessary fundamentals, tools and know-how on becoming a value investor.
Outline:
- What value investing entails.
- The philosophy of value investors
- Strategies of value investing and valuation methods.
- Researching and identifying appropriate investments.
- Selecting and adding investment to your portfolio.
- Value Vs Growth Vs Income investing.
Delivery:
- In-person & Virtual
CP007 - GROWTH INVESTING
Growth investing is an investing strategy seeking investment opportunities in securities or businesses with high expectations to grow substantially their revenues and earnings at incremental faster marginal rate both competitively and comparatively than the sector, industry and market average.
Objective:
- To equip you with the skillset to research, identify and select appropriate growth investments for your portfolio.
Outline:
- Defining growth and growth investing
- Researching and identifying growth potential investments - critical analysis.
- Selecting and adding growth investments to your portfolio - emphasis on compatibility.
- Managing growth funds/securities within portfolio.
- Growth Vs Value Vs Income investing.
Delivery:
- In-person & Virtual
CP008 - INCOME INVESTING
The main motive of investing is generating income, and over time, see your investment appreciate in value and in the level of returns.
Objective:
- To expose you to numerous income generating investment vehicles and opportunities, and strategies.
Outline:
- Discuss what income investing is about.
- Types of financial market income streams
- Researching and identifying appropriate income investment - suitability and alignment to your investment goals.
- Selecting and adding income investment to your portfolio.
- Managing income funds/securities within portfolio.
- Income Vs Value Vs Growth investing.
Delivery:
- In-person & Virtual
CP009 - MANAGING PORTFOLIO
Your portfolio, the totality of your financial assets, must be managed towards achieving desired goals or expectations due to the dynamics in sector, industry, market and economy. Managing your portfolio effectuate rapid response, consistent and constant alignment to your investment goals.
Objective:
- As self-directed investor, at the end of this program, you will be confident to actively manage and be in control of your own portfolio performances.
Outline:
- Understanding the portfolio process.
- Types of portfolio management
- Requirements and element of portfolio management.
- Analyzing and evaluating portfolio to investment goals.
Delivery:
- In-person & Virtual
CP010 - MANAGING RISKS
Investing comes with risks that could result in loss of all investments including the principal amount - your initial investment. Risk, if not properly managed, can be devastated and greatly impact the outcome your investment.
Objective:
- To sensitize you, as self-directed long-term investor, to the investing risk environment and provide the tools to proactively minimize your investment risk exposures.
Outline:
- Defining investment risks and the environment.
- Identifying types of investing and investment risks.
- Awareness of risks factors and potential risks.
- Strategies to managing and minimizing risks.
- Understanding the relationship portfolio risks and returns - the balancing acts.
Delivery:
- In-person & Virtual
CP011 - FUNDING RETIREMNET
Put your money to work now! Let the return on and of your investments conveniently fund your non-working years and the lifestyle you dreamed of after you retired.
Objective:
- At the end of this program, you will be confident of funding the lifestyle you dream of with strategic investments and savings, and cashflow management.
Outline:
- Determining expected minimum retirement needs - cash outflow.
- Saving and investing for retirement.
- Exploring retirement investment accounts.
- Targeted retirement date investing.
- Elongating social security income.
- Retirement funds withdrawal strategy.
- Supplementing retirement income.
- Relevance of the 4% Rule.
- Impact of inflation and taxes on retirement income.
Delivery:
- In-person & Virtual
CP012 - MANAGING TAXES
One of the main impediments to investment performance and the net returns is taxes. Taxes are part of the cost of investing, and are crucially considered in making investing and investment decision - recognizing any tax obligations. However, the impact of taxes on investment can be managed to minimize cost and maximize potential returns.
Investing has tax consequences!
Objective:
- To provide the necessary skills, tools and strategies to efficiently manage the impact of taxes on your investment returns.
Outline:
- Understanding investment taxes.
- Taxes on dividends and capital gains.
- Determining investment tax rates.
- Tax-efficient investing strategies.
- Tax-advantage investing strategies.
- Tax-loss harvesting.
- Taxes on virtual 'crypto' currency transactions.
Delivery:
- In-person & Virtual
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DEDICATION
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