A longer-term perspective is only one of the major tenets of achieving investment returns that match personal investment objectives. Whether advising a client receiving a significant lump sum payment (inheritance, selling a business or a divorce settlement) or for your own personal financial planning, being literate in financial matters is essential.
The course is comprised of two parts:
1. An introduction to the basic principles of investment, an outline of suitable financial firms and their services, their roles and function and a guide to proper due diligence when selecting the appropriate financial firm and specific assets, and;
2. A case study—The proper process of negotiating a lump sum settlement from a divorce.
The course is aimed to provide lawyers with a basic level of financial literacy to better serve their clients. The presentation addresses:
1) What is financial literacy?
2) Why is it important?
3) And who can assist?
The course is 60 minutes long.
If you are interested in our CPD or would like to learn more, please fill in the following form and we will get back to you as soon as possible.
Course Name: Financial Literacy
Presenter: Craig Chapman
Number of CPD Credits: 1
Credit Location: Law firm’s office
Course Information & Reservation
If you would like to learn more about our CPD course or make a booking, please contact Keelan Chapman:
Telephone: 2521 7218
Email: [email protected]