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Course Outline
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
Requirements
- Basic understanding of personal and institutional financial concepts
Audience
- Administrative staff
1 Hours
Testimonials (4)
Εμπειρία του εκπαιδευτή και η μέθοδος που χρησιμοποιεί για την παράδοση των πληροφοριών
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
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Προσωπική εξυπηρέτηση και προσανατολισμένη στις ανάγκες μου
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
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The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Course - Financial Markets
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I was benefit from the interesting and clear ideas and suggestions.
Vincent van Walt
Course - A Practical Guide to Successful Pricing Strategies
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