Udemy

Create a Regular Savings Portfolio

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  • 103 Students
  • Updated 6/2017
4.4
(21 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
1 Hour(s) 2 Minute(s)
Language
English
Taught by
I-Min Chua
Rating
4.4
(21 Ratings)
1 views

Course Overview

Create a Regular Savings Portfolio

Learn about Endowments, Bonds, Unit Trusts, ETFs and REITs

This course if for those who wishes to:


  • Combat Inflation:
    Inflation rate is about 3%. If your money is not growing by at least 3%, Your money is being eroded away by inflation!
  • Create a Passive Income Stream:
    Having a passive income stream that covers your expenses = financially free!
  • Plan for Retirement:
    To maintain current standard of living, most of us will require $1 million at retirement. Are you able to save this amount?
  • Accumulate Wealth:
    Learn strategies on how to retain and grow your hard earned money!


Course Content

  • 9 section(s)
  • 32 lecture(s)
  • Section 1 Introduction
  • Section 2 Setting up Savings and Investment Mechanism
  • Section 3 Endowment
  • Section 4 Bonds
  • Section 5 Unit Trust
  • Section 6 Exchange Traded Funds (ETFs)
  • Section 7 Real Estate Investment Trust(REITs)
  • Section 8 Automatic Investment Services
  • Section 9 Execution

What You’ll Learn

  • Set up Savings and Investment Mechanism., Understand and Choose among Endowment., Understand and Choose among Bonds., Understand and Choose among Unit Trust., Understand and Choose among ETFs., Understand and Choose among REITs., Create Customized Regular Savings Portfolio.

Skills covered in this course


Reviews

  • M
    MaggieTsai
    4.5

    Some sound track are not smooth.

  • T
    Tan Yi Wen
    5.0

    This course gives one a brief yet sufficient information on portfolio management. All his teachings are easy to follow with clear instructions on where to seek out information and what to look out for.

  • K
    Krishna R
    4.5

    Concepts explained in simple terms

  • C
    Carl Michael
    4.0

    Thanks, this was brief and helpful

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