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Personal Wealth Management
Definition: The practice of managing an individual’s financial assets and planning for their financial future.
Key Aspects: Budgeting, retirement planning, estate planning, and tax strategies.
Investing
Definition: Allocating money with the expectation of generating profit or income.
Types: Stocks, bonds, mutual funds, real estate.
CFA
Definition: Chartered Financial Analyst – a professional credential for finance professionals.
Focus: Investment management, financial analysis, ethics.
Economic Fundamentals
Definition: Basic economic concepts that influence markets and investments.
Examples: GDP, inflation, interest rates, unemployment.
Tools and Education
Definition: Resources and knowledge for financial decision-making.
Examples: Financial calculators, courses, market analysis tools.