Jump start your journey to financial freedom and holistic wealth in our Financial Clarity Immersion Course. Get a comprehensive overview of personal finance strategies in a short space of time. This course is for women only.
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HKD 16,000 for 1.5 days workshop

HKD 1,000 for 90 minutes peer coaching session

The Financial Clarity Immersion Course lasts two consecutive days, starting on Friday afternoon and concluding on Saturday evening. We will take you through the foundations of personal financial management, optimally delivered so you can walk away with clarity and an action plan. You will engage with like-minded women during the course, cocktail reception and lunch. We will check in on your progress during a peer coaching session one month later.

We focus on the unique challenges that women face, like taking time off for motherhood, entrepreneurship or shifting careers.

We keep our immersion courses small so that there’s time for discussion, questions and individualized attention from our facilitators.

You’ll get a firm foundation on:
tick image Balancing current financial desires and long term financial goals
tick image How to prioritize your savings goals
tick image The do’s and don’ts of investing
tick image Understanding your risk profile
tick image Understanding your relationship to money
tick image The concept of Holistic Wealth
By the end of the Immersion Course, you will:
tick image Have clarity on how to develop holistic wealth by reflecting on your life vision
tick image Understand how to up your game when it comes to budgeting, saving and investing
tick image Have a checklist of your financial goals, and the steps you can take to reach them
tick image Know about easy-to-use financial technology tools to further your investing strategy
tick image Have a strategy to prioritize high-impact money habits in your everyday life
tick image Have a plan for how to navigate your life transitions, knowing how to weigh the costs and benefits of your choices
tick image Have a concrete strategy to establish or improve your retirement plan
tick image Have a plan to automate your savings and investment amounts
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Disclaimer
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. Course is for education purposes only and instructor will have no liability related directly or indirectly to any loss or damage.
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