CFG Investment Basics

Investing is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. This requires discipline and patience. But it doesn’t have to be difficult.

In this seminar on Investment Planning, you'll learn:

• Investment fundamentals, including the effects of inflation and compounding
• How to identify financial goals and time horizons
• How to measure your risk tolerance, and the relationship between risk and return
• The difference between cash alternatives, bonds, stocks and mutual funds, and the importance of asset allocation