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Introduction to Wealth Management & Mutual Funds by BSE Varsity BSE Varsity is an initiative by BSE India that offers various courses related to financial products. The Introduction to Wealth Management is a beginner-level course of 12 hours duration with 6 sections of 2 hours each. You can enroll in the course here.
Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can create a comprehensive financial plan tailored to your specific needs and goals. You may also want to prioritize some investments, such as Environmental, Social, and Corporate Governance (ESG).
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investmentmanagement, insurance, debtmanagement, wealth management, and more. Their main area of focus is wealth preservation.
Pay off debt When you make your money plan, be sure it includes a debtmanagement system and a plan for paying off debt. Sadly, you can’t really kick-start your financial future if you’re carrying a ton of debt. You should also understand investment terms.
Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investmentplanning. Developing a diversified investment portfolio. Insurance planning and debtmanagement. What is a Certified Financial Planner?
It can offer mental peace and lower the chances of taking on debt. Strategize debtmanagement. Debt reduction or elimination can be one of the financial resolutions for the coming year. Debt is a major deterrent to your economic growth. You would need to buy insurance, invest or save for the child’s college, etc.
To secure a stable financial future, you must address outstanding debts before retiring. Create a plan to pay off high-interest debts and consider consulting with a financial advisor for guidance on debtmanagement strategies. Adopt a long-term perspective when it comes to your investments.
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