Financial Wealth Management Course
Empowering Diaspora on Investment and Wealth Management
Join us for an enriching 10-week webinar series designed to empower the Diaspora community with essential knowledge and skills in investment and wealth management. Led by industry experts and thought leaders, this series offers a comprehensive curriculum covering a wide range of topics to cater to various interests and needs.
Course Overview:
- Duration: 10 weeks
- Time commitment: Approximately 2-3 hours per week
- Start Date: 22nd February 2024
- End Date: 2nd May 2024
Key Topics:
- The Wealth Management Opportunity in Kenya
- Creating SMART Goals for Financial Planning
- Investor Life Cycle Planning
- Building a Passive Income Portfolio
- Navigating the Tax Landscape
- Succession, Retirement, and Estate Planning
- Risk Management Strategies
- Fundamentals of Real Estate Investments
- Introduction to Sustainable Investing
What You’ll Learn:
- Gain insights into investment opportunities, financial literacy, and wealth-building strategies
- Understand the principles of investments and risk management
- Learn about sustainable investing and its impact
- Explore retirement planning and strategic portfolio construction
- Get expert advice on debt management and emerging tax trends in Kenya
Who Should Attend:
- Members of the Diaspora community seeking to enhance their financial knowledge
- Professionals interested in expanding their investment and wealth management skills
- Individuals looking to connect with industry experts and thought leaders
Why Choose Moran Capital’s Webinar Series?
- Expert-led sessions with interactive Q&A sessions
- Access to an online community/forum for networking and knowledge sharing
- Exclusive interviews with prominent figures in the financial sector
- Certification in wealth management awarded by Moran Capital Limited upon completion