Money and Debt Management 1. Money Habits (Attitudes, Habits, Developing the Good Ones) 2. Financial Goals & Opportunities (Goal Setting, Identifying Opportunities) 3. Debt Management (Debt, Interest Rates, Optimising Debt) 4. Consumer Debt (Types, The Real Cost, Debt Consolidation and Refinancing) 5. What to do if it all goes Wrong (Credit Ratings, Debt Collection, Repossession, Mortgagee Sales)
ü Wealth Creation and Protection 6. Financial Freedom and Retirement (Wealth Planning, What do you need, Savings/Debt mix) 7. Personal Budgeting and Advice (Budgeting, Personal Stock take, Professional Advisors) 8. Banking, Wealth Creation & Retirement Products (Banking System, Services, Accounts, Risk & Return 9. Asset Protection (Insurances, Trusts) 10. Estate Planning (Wills, Powers of Attorney, Taxation, Planning)
ü Property Investment 11. NZ Property Market (Trends, Types of Property, Terminology and Documentation) 12. Your Home (Investment, Buying, Building) 13. Mortgages (Types of Mortgages, Choosing a Mortgage) 14. Investment Strategies (Investment, Leveraging Equity, Purchasing) 15. Property Management (Renting out, Managing Tenants, Selling)
ü Equity and Other Investments 16. Share market (Information and Terminology, Trading, Tracking Performance) 17. Managed Funds (Key Concepts, Kiwi saver, Risk & Diversification, Investment Statements & Taxes) 18. Bonds, Derivatives and Other Investments (Key Concepts, Information and Terminology) 19. Equity Investment (Business Investment, Purchasing, Due Diligence) 20. Business Valuations (Capitalisation Rates, Other Valuation Methods)
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