🇵🇭 Investment Matching Process | Align Your Investments with Your Objectives

Описание: This video will introduce you to the investment matching process.

For easy understanding of the topic, please make sure that you already watched the recommended videos below. The concept is to present investment asset classes based on your Capacity, Experience and Objective (CEO framework). Thus,

Money Market investments are recommended to Conservative investors.
Money Market + Bonds are recommended to Moderate investors.
Money Market + Bonds + Equities (+FX) are recommended to Aggressive investors.

Requisite videos:
1. Types of Investor Profiles:    • 🇵🇭 Types of Investor Profiles | Know Your ...  
2. Investment Asset Classes:    • 🇵🇭 Investment Asset Classes | The Key to P...  

[❗We highly recommend that you start from Module 1 then the next Module 2 and so on... for better learning experience. You may encounter technical terms and complex examples in higher modules that are thoroughly discussed in introductory modules.]

Image references:
1. Video Cover - Microsoft PowerPoint
2. Jigsaw puzzle - "https://www.freepik.com/free-photos-v..." Business photo created by rawpixel.com
3. Conservative Investor - "https://www.freepik.com/free-photos-v..." Baby vector created by freepik
4. Moderate Investor - "https://www.freepik.com/free-photos-v..." Abstract vector created by macrovector
5. Aggressive Investor - "https://www.freepik.com/free-photos-v..." School vector created by freepik

-----
Search our videos using #JuanFinance
Follow us on   / juanfinance