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Course Description

Creating a comfortable, secure retirement takes understanding and investment in the right assets. Studies have shown that women lack confidence when it comes to financial matters. Suzanne Cashin holds a Masters in Financial Planning and is also a Certified Financial Planner. With over 25 years of experience in the pensions and investment business, Suzanne is the ideal person to help you overcome your nervousness when it comes to money matters. 

In this course you will learn:

  • How to be a more confident investor
  • How to plan for your retirement
  • How to choose a financial advisor
  • How to build a relationship with your planning advisor
  • How to invest for good

Course curriculum

  • 1

    Introduction

    • Own Your Net Worth – A Path to Financial Independence
  • 2

    Chapter 1: A Time For Ownership & Action

    • Lesson 1: No Time Like the Present!

    • Lesson 2: Confidence is Key
  • 3

    Chapter 2: A Proactive Approach to Your Financial Planning

    • Lesson 1: Encountering Obstacles When Making Decisions

    • Lesson 2: Overcoming Financial Vulnerability

    • Lesson 3: Planning for Career Breaks and a Long Life

    • Lesson 4: Understanding Risk

    • Lesson 5: Your Risk Personality & Assessment

    • Lesson 6: Cycles of Risk and the Value of a Plan
  • 4

    Chapter 3: Planning & Goals

    • Lesson 1: Key Rules for Formulating Your Financial Plan

    • Lesson 2: Setting Goals

    • Lesson 3: Staying On Course & Discretionary Spending

    • Lesson 4: Review, Review, Review!
  • 5

    Chapter 4: Planning for Success

    • Lesson 1: 5 Steps to Planning Success

    • Lesson 2: Gathering the Facts- Taking a Deep Dive

    • Lesson 3: Implementing Your Plan

    • Lesson 4: Your Plan’s Evolution and Flexibility

    • Lesson 5: Your Plan’s Health Check
  • 6

    Chapter 5: Planning for Retirement

    • Lesson 1: A Critical Decision

    • Lesson 2: The Cost of Delay

    • Lesson 3: The Value of Compounding

    • Lesson 4: The Rainy Day Fund

    • Lesson 5: The Comfort Zone of Liquidity
  • 7

    Chapter 6: The 3 P’s in Planning with An Advisor

    • Lesson 1: Building Trust with Your Advisor

    • Lesson 2: The Price of Advice

    • Lesson 3: The Proposal

    • Lesson 4: The Performance

    • Lesson 4: Women and Investing

    • Lesson 5: Understanding Advisor Fees & Regulations
  • 8

    Chapter 7: Global Events & Impact

    • Lesson 1: Global Events and Affects on Women

    • Lesson 2: Navigating Unforeseen Knock-on Effects

    • Lesson 3: Tips to Advance Your Career While Working Remotely

    • Lesson 4: Courage, Confidence and Feedback

    • Lesson 5: Upskilling and Mentors
  • 9

    Chapter 8: Investing for Good

    • Lesson 1: Focusing on ESG and Sustainability

    • Lesson 2: Assessing the Footprint of an Investment

    • Lesson 3: Women on Corporate Boards

    • Lesson 4: Staying the Course
  • 10

    Conclusion

    • Final Assessment

  • 11

    Bonus Content

    • Sustainable Investment Assessment

    • Client Risk Profiler

    • Client Fact Find

    • Women's Pension Gap | Suzanne Cashin