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FINANCIAL LITERACY News & Analysis

Foundations of financial independence Module 3: Defining your goals
Personal Finance
Foundations of financial independence Module 3: Defining your goals
Mark LaMonica, CFA goes through the process of defining your goals. This is the first step of constructing a goals-based investment portfolio.
Shani Jayamanne | 25 January 2024
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Personal Finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Shani Jayamanne | 18 January 2024
Foundations of financial independence Module 1: How to invest successfully
Personal Finance
Foundations of financial independence Module 1: How to invest successfully
Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
Shani Jayamanne | 12 January 2024
Introducing our investing course: Foundations of financial independence
Personal Finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum. 
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 9: Course summary and conclusion
Personal Finance
Foundations of financial independence Module 9: Course summary and conclusion
 A summary of the course from Shani Jayamanne and Mark LaMonica, CFA 
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 8: When to sell
Personal Finance
Foundations of financial independence Module 8: When to sell
Investments are a means to an end. Mark LaMonica, CFA goes through the process of selling down your investments to fund your goals.
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio
Personal Finance
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio
Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals. 
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 6: Selecting investments
Personal Finance
Foundations of financial independence Module 6: Selecting investments
Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 5: Asset allocation
Personal Finance
Foundations of financial independence Module 5: Asset allocation
Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of...
Shani Jayamanne | 07 January 2024
Foundations of financial independence Module 4: Required rate of return
Personal Finance
Foundations of financial independence Module 4: Required rate of return
Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need. 
Shani Jayamanne | 07 January 2024