I-invest – Your Money Master Plan

Unlock financial empowerment with I Invest: A comprehensive personal finance and investment education course. This is the gateway to a secure financial future! Explore the 5 PTG Pillars of financial success:
Budgeting for YOUR life!
Saving with a purpose!!
Setting SMART Financial Goals!!!
Managing Debt wisely!!!!
Investing to create wealth!!!!!
Acquire the tools to create your own Money Master Plan and achieve lasting financial prosperity. Join Team PTG on this transformative journey today!
#iInvest
#MoneyMasterPlan
#FinancialEmpowerment
#InvestInYourFuture

Course Information

Estimated Time: 2 Months

Difficulty: Beginner

Course Instructor

Phillip Williams Phillip Williams The Founder
 

ACCESS THIS COURSE

$1,399.00
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Module 1

What is The Best Investment?
Let’s get to know each other (Download)
Mind The Gap
!HASHTAG GOALS! Thinking About A Master Plan
My Personal Manifesto (Download)
My Money Manifesto (Download)
My Money Master Plan (Download)
My Master List of Goals (Download)
Financial Goal Planning Sheet (Download)

Module 2

Understanding Risk
Understanding Assets and Liabilities
Shifting the Odds in Your Favour
Risk Profile Questionnaire (Download)
Personal Financial Statements (Download)

Module 3

Understanding Mutual Funds
Introduction to Bonds
Taking Stock: The Stock Market & Investing

Module 4

A Breakdown of Financial Statements
Financial Ratios Analysis
Fundamental Analysis
What Happening in your Personal Economy

Module 5

Building Your Investment Team
Portfolio Management & The Role of The Investment Advisor
Steps to Building a Solid Portfolio