Investing Successfully: First Steps
We are preparing a workshop with Doutor Finanças to introduce you to the essential principles of investing and help you take your first steps with confidence.
Doutor Finanças’ mission is to help Portuguese people make better financial decisions. To this end, he created the Doutor Finanças Academy, which, through training, helps Portuguese companies support their collaborators in increasing their financial literacy.
Training on these topics has yielded positive results, as it has helped thousands of people understand the state of their finances and make more informed decisions.
GENERAL INFORMATIONS:
The ‘Investing Successfully: First Steps’ workshop, will be held online, on November 9th, from 2pm to 4pm.
It will be conducted in english, unless all participants are Portuguese speakers.
This workshop is free to the CIIMAR Community. For participants from other institutions, the workshop costs 100€.
Don’t miss this workshop! Registration are open until October 31st.
NOTE: If tickets are sold out, you can sign up for the waiting list (you will be notified in order of registration).
DESCRIPTION:
This workshop is aimed for all beginners in personal finance who want to learn the basics of getting started with investing.
Content:
- Learn about investment solutions;
- Analyze investment risk: risk vs. return;
- Understand asset allocation: how to allocate (investor profile);
- Understand the stock market;
- List investment vehicles: how to invest in stocks and bonds;
- Understand taxation;
- Identify underlying behavior;
- Distinguish between strategies and how to apply them: short-term vs. long-term.
