Financial Education Course Contents
Please start by watching our introduction video, and joining our Discord group (exclusive to Conker Finance members)!
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Introduction video
Introduction video (please watch this first)!
Section 1: Investment theory
1.1. The problem with cash
1.2. Asset classes
1.3. What are stocks and bonds?
1.4. Loss aversion
1.5. Investment disclosure
1.6. Investment returns
1.7. How do we measure risk?
1.8. Historical asset performance
1.9. How do we model a stock price?
1.10. Trading vs. Investing
1.11. The importance of diversification
1.12. Modern Portfolio Theory
Section 2: Financial planning
2.1. Assessing our current financial position
2.2. Defining our risk profile
2.3. Making a financial plan
2.4. Time value of money
2.5. Financial planning – Excel demonstration
2.6. Financial planning summary
Section 3: Investing
3.1. Important investment ideas
3.2. What is an index?
3.3. Introduction to investment funds
3.4. Example fund factsheet
3.5. Example asset allocations
3.6. Further asset allocation considerations
3.7. Asset selection
3.8. Cost management
3.9. Portfolio rebalancing
3.10. Dollar cost averaging
Section 4: Tax considerations
4.1. Investment taxes
4.2. Tax drag computations – Excel demonstration
Disclaimer
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