Wealth, Advice & Personal Finance

  1. F1

    Money Basics and Banking

    Where the money is and where it goes. Accounts, income, expenses, goals, the household sheet.

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      Topic 01

      Budget

      Topic 02

      Cash Flow: A Plan and a Record, Side by Side

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  2. F2

    Credit and Debt

    The first thing that goes wrong. Loans, cards, interest, the score, and the trap.

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      Topic 01

      Credit Card

      Topic 02

      Personal Loan: Which Costs What, and When

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  3. F4

    Insurance and Protection

    Transferring what a buffer cannot absorb. Term, health, claims, and the mixed products.

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      Topic 01

      Insurance Fact

      Topic 02

      Insurance Advice: Two Different Things

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      Topic 01

      Emergency Fund

      Topic 02

      Insurance: Which Absorbs Which Shock

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      Topic 01

      Term Insurance

      Topic 02

      Endowment Policy: Two Different Purchases

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      Topic 01

      Term Insurance

      Topic 02

      ULIP: Protection Against a Bundled Product

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  4. F5

    Investing Literacy

    Only once the base is secure. What equity is, what a return promise means, and speculation.

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      Topic 01

      Savings

      Topic 02

      Investing: Certainty Against the Chance of More

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      Topic 01

      Risk

      Topic 02

      Volatility: Two Words That Are Not the Same Thing

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  5. F6

    Retirement

    The longest goal. EPF, PPF, NPS, gratuity, pensions, longevity and the withdrawal rate.

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      Topic 01

      Pension

      Topic 02

      Annuity: Who Promises What, and For How Long

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      Topic 01

      EPF

      Topic 02

      PPF

      Topic 03

      NPS: Three Schemes on the Same Criteria

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  6. F7

    Advice Process

    Who may tell you what, and what their title actually means.

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      Topic 01

      Adviser

      Topic 02

      Distributor

      Topic 03

      Agent

      Topic 04

      Educator

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  7. F8

    Rights and Recovery

    What to do when it goes wrong. Mis-selling, the ladder, SCORES, the ombudsman.

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      Topic 01

      Mis-Selling

      Topic 02

      Market Loss: Telling the Two Apart

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  8. F9

    Fraud Awareness

    The patterns behind most losses, and the influencer question.

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      Topic 01

      Ponzi Scheme

      Topic 02

      Regulated Investment: What Differs

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