Module 1 : Savings and Investments
Introduction
This module introduces the basic terminology and keywords needed in order to understand the basics around the financial system. Additionally,it categorizes the different types of financial instruments, their level of risk and the decision making process to build and manage a portfolio.
Objective
This module provides thorough overview of saving and investing, starting with the basics. Moreover, it aims to assist the reader in understanding the functions of the financial market, in a context where people are willing to make low-risk investments and have better control over their financial affairs.
Introduction
1
Introduction
2
Objectives
3
Expected learning outcomes
Topic 1: The basics of financial markets
1
1.1 Introduction to the financial system and financial markets
2
1.2 Types of financial Markets
3
1.3 Functions and roles of the financial markets
Topic 2: Financial instruments for retail investment
1
2.1 Definition of financial instruments
2
2.2 Savings accounts
3
2.3 Equities
4
2.4 Bonds
5
2.5 Derivatives
6
2.6 Mutual Funds
Topic 3: Picking the right product
1
3.1 Risk vs reward
2
3.2. Building my portfolio
Summary
1
Summary
Self-Assessment Questionnaire
1
Financial Quiz
2
Personal finance Quiz
Resources References and Materials
1
Additional Material
2
References
3
Module’s Infographic
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