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Investment education
for your collaborators
Training for young people in your company
Why
offer this education to employees?
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As
it works?
Training in financial education and investments for companies outside the financial market that seek to promote the financial health of their employees and collaborators.
Teachingplan
Initial module - immersion of 5 sessions, 4 of which are expository and 1 practical.
With complementary materials
01.
Financial Planning
Creation and control of budgets
02.
Intro to investments and investor profile
Return-adjusted risk concept + role of time
03.
Asset classes and products
Characteristics and risk factors of each investment
04.
Vehicles and strategic allocation
Possible structures and portfolio assembly
05.
Practical exercise
Defining objectives and creating a personal portfolio
Pains of absence
financial education
Z-Invest Educação e Participações Ltda
43.497.496/0001-63
Rua Luis Dib Zogaib 219
05.613-020 São Paulo Brasil
Telefone
(11) 91449-4977
Social media
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