GProvision

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CORPORATE TRAINING
GProvision: Gamifying to Inspire Mastery

About This Course

Investment could be a very confusing concept to many. GProvision employs a near-to-life gamification methodology in training, making learning and mastery fun and immersive

  • Equip individuals, employees, teams with the knowledge and skills necessary to make informed investment decisions that align with their personal financial goals and risk tolerance profiles.
  • Identify various levels of sophisticated investment needs with case studies
  • Conduct investment needs analysis
  • Understand relevant topics such as assets and liabilities, asset allocation, risk management, current market trends, and portfolio diversification.
  • Be informed of variety of investment products and explore asset allocation strategies to meet personal financial needs.

What You’ll Learn

  1. Understand fundamental investment concepts and terminology.
  2. Identify individual financial goals and risk tolerance to develop a personalized investment strategy.
  3. Build skills for evaluating various asset classes and investment vehicles.
  4. Learn to construct and manage a diversified investment portfolio.
  5. Review market conditions and ways of adjusting investment strategies accordingly.

Who should attend (roles)

  • Investors and aspiring investors
  • entry-level financial professionals: wealth managers, financial advisers, insurance advisers, estate planners, relationship managers
  • enthusiastic learners in the field of personal finance

Learning Outcome

  • make informed investment decisions according to their financial goals and risk profiles.
  • construct a diversified investment portfolio that corresponds to their risk profiles.
  • demonstrate the ability to understand and analyse market trends and economic indicators
  • assess various investment strategies that suit personal financial profiles
  • understand various risk management techniques and how to apply them to protect investment
  • develop a framework for integrating investment planning into longer-term financial goals, including retirement.