The insider’s guide to becoming confident with your investment decisions. This 120-minute workshop teaches you how to identify your risk profile, how to talk to your financial adviser, how to use a roboadviser, and gives you the essential tools to become a resilient investor through the ups and downs of market movements.
Join Now
HKD 4,500 (includes HKD500 behavorial risk profile test)
120-minute workshop
Strategies for investing that align with your risk profile. Our approach to investing prizes understanding your risk profile: winning appetite, aversion to loss, and optimism when it comes to investing so that you can sleep well at night while you are earning passive income.
Strategies for you to become a long term resilient investor. Our approach to investing prizes making you a wise investor through the ups and downs of the market so that you don’t sell investments at the wrong time (after they have fallen too much) and buy investments at the wrong time (when they are already at the peak or catch a falling knife).
A strategy to manage multiple investment accounts to stay diversified.
An understanding of how to work with your financial adviser(s) or roboadviser(s) effectively to get what you want out of the relationship (not just what they want, i.e. receiving the maximum amount of commissions from you).
An understanding of market cycles and investment psychology.
This workshop is specifically designed for individuals, who are…
1.Generating a steady source of income (earned, inherited, or shared with a partner).
2.Committed to being good stewards of their money, but don’t know where to start.
3.Seeking the freedom to live on their own terms.
4.Have started investing already (through retirement accounts or broker) or worked with a financial adviser.
5.Have completed “Finding Your Financial Fire” and "Investing Essentials" workshops at Heels & Yield.
This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only. You know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Instructor will have no liability related directly or indirectly to any loss or damage.