Standalone Financial Literacy Module

Financial Planning & Wealth Allocation

Learn how to connect your goals, financial situation, risk profile and investment decisions into a practical long-term financial planning framework.

Includes video lessons, a quiz, PDF deck, and reflection exercise.

Buy this module — €49

This module is also included in the full 14-module Financial Literacy Program.

Inside the Module

    1. Module Introduction

      FREE PREVIEW

    2. The Power of a Plan

    3. The Art of Creating a Financial Plan

    1. Key Stages & Elements of a Financial Plan

    2. Defining your Financial Situation

    3. Setting Goals & Taking Action

    1. Dynamic Plan: Ongoing Monitoring & Tracking

    2. Staying Informed & Expert Advice

    1. Human Capital as an Asset Class

    2. Beyond Markowitz – Wealth Allocation Framework

    3. Risk Allocation – Personal, Market & Aspirational

    4. Wealth Allocation – Classifying your Assets

    1. DIY v Working with an Advisor

    2. AI and online financial fraud and scams

    3. Crypto fraud and scams

    1. Start Where You Stand

    2. Key Takeaways

    3. Reflection Exercise

About this course

  • €49,00
  • 22 lessons
  • 1.5 hours of video content

Start the Module

Get immediate access to this practical module, including video lessons on financial planning, wealth allocation, risk, goal setting, working with advisers, and protecting yourself from financial scams.

€49

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