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IAW Certification of Portfolio Building
International Academy of Wealth

Mark Robinson

International Academy of Wealth

International Academy of Wealth

Investing, Certifications

IAW Certification of Portfolio Building

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$1,495

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  • Description

  • Reviews

  • Terms & Conditions


Certification of Portfolio Building includes:

Financial house

  • The concept behind it
  • Why it is important to build a solid financial house
  • How to complete the checklist
  • Modifying it to suit your needs, goals and objectives
  • Bonus session: Building your Wealth Team

Financial Independence spending plan

  • The concept behind it. Why it is important to have a target (maybe add the goal setting parts of WAW)
  • How to complete it
  • Why reviewing the FIN is important
  • Bonus session: Advanced - My Future Vision

Starting point and Net worth

  • The concept behind it - bring spending from subconscious to conscious
  • Why it is important to know your numbers
  • Changing your language patterns
  • Net investable income/capital
  • Bonus session: Advanced - My personal compass

Building your perfect portfolio

  • The concept behind it
  • Asset allocation plan not asset plan
  • Why it is important to focus on asset allocation and not assets
  • The old way 4.0 V the new way 5.0
  • Next steps
  • Bonus sessions: Money rules, Debt management


 

Payment Policy
An Acknowledgement receipt and details of order for the payment made, will be sent to your email address as proof of payment, within 3 working days

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Refund Policy
No refund can be made for cancellations upon successful payment.


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Payment Policy

An Acknowledgement receipt and details of order for the payment made, will be sent to your email address as proof of payment, within 3 working days

Customers Privacy

We may use Data to customize and improve your user experience on this site. However, we will make efforts so that your Data will not be given to third parties, unless (i) we obtain your consent, such as when you chose to opt-in or opt-out to the sharing of Data; (ii) a service provided on our site requires the interaction with, for example, an Application Service Provider, (iii) pursuant to legal process of law enforcement.

Refund Policy on Events

No refund can be made for cancellations or no-show at the event upon successful registrations. No refund can be made on any of the courses and mentoring programs organized by Wealth Dynamics, GeniusU, Entrepreneurs Institute or its partners.

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