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
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