📸 Have a deep understanding of the domestic financial industry.
📸 Frustrated with learning investment and financial management? Sign up for Ivan's courses now and face it with confidence from now on!
👨🏼💼 With years of experience in financial investment, courses are available for all ages and all levels.
🏆 The goal - oriented classes ensure effectiveness, leading you to success step by step!
📈 An expert in investment and financial management introduction, stock analysis, and market analysis. Customize the course plan with you. Lay a solid foundation from the first step!
🚩 Many students have solved their long-standing learning pains after signing up for the courses. Contact me now and join the ranks of success!
**I. Basic Financial Enlightenment Course**
**Target Audience**: Beginners in financial management who have no idea about investment and wish to gain a preliminary understanding of financial knowledge.
**Course Content**: Introduce the basic concepts of financial management, such as the characteristics and differences of common investment tools like savings, funds, and stocks. Explain the time value of money to enable students to understand the principle of making money generate more money. Learn simple family financial planning and formulate budget and savings plans.
**II. Practical Fund Investment Course**
**Target Audience**: Investors who have a certain amount of idle funds, are interested in fund investment, and hope to achieve asset appreciation through funds.
**Course Content**: Conduct an in-depth analysis of various types of funds, such as the investment strategies of equity funds, bond funds, and hybrid funds. Teach the skills of fund selection, including how to check the historical performance of funds and evaluate the ability of fund managers. Explain the practical operation methods of fund investment, such as the regular fixed-amount investment strategy and the timing selection for lump-sum purchases.
**III. Advanced Stock Investment Course**
**Target Audience**: People who have a certain basic knowledge of investment, have a certain risk tolerance, and want to study stock investment in depth.
**Course Content**: Explain the basic analysis methods of stocks, including the analysis of company financial statements and industry prospects analysis. Provide an introduction to technical analysis, such as the interpretation of technical indicators like K-line charts and moving averages. Teach the risk management in stock investment, including how to set stop-loss and take-profit levels.
**IV. Family Asset Allocation Course**
**Target Audience**: Family investors with relatively substantial family assets who hope to plan their family assets rationally to achieve steady asset growth and risk diversification.
**Course Content**: Introduce the principles and methods of family asset allocation. Based on factors such as the family life cycle, income situation, and risk preference, formulate personalized asset allocation plans. Explain the role of different asset classes in the family asset portfolio, such as the reasonable combination of real estate, insurance, and financial investments.
**V. Retirement Planning Course**
**Target Audience**: People who are approaching retirement or have already retired and hope to ensure the quality of their retirement life through reasonable financial planning.
**Course Content**: Analyze the living needs and funding gaps after retirement. Introduce retirement investment tools, such as pension funds and commercial endowment insurance. Formulate retirement financial plans to ensure the preservation and appreciation of assets and meet the daily expenses and medical costs after retirement.
🐶 Come join My Trial Class! 🐶
What to expect in this 25-min trial❓
➡️ Plot your learning journey with me!
➡️ A detailed analysis of your current level
➡️ A problem-solving mini-lesson
➡️ Valuable learning methods to stop wasting time!
❗️Classroom Rules ❕
↘️ Bring your pen and a notebook to collect useful expressions in class.
↘️ Always check your connection and devices before class starts.
↘️ Cancel the class 24 hours before class. If you have to cancel a class within 24 hours, be sure you notify me through What’s App/AT Chat