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Leonardo
- Rate RM36
- Response 1h
RM36/h
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- Finance
- Financial management
Financial education is a determining factor for the evolution of people's quality of life. Unfortunately, it is also one of the biggest bottlenecks in Brazilian society. Acting as a financial educator
- Finance
- Financial management
Lesson location
About Leonardo
My professional performance is divided into: Financial Educator; Administrator; Public federal server; Entrepreneur.
My academic background:
-Universidade do Oeste Paulista, São Paulo | 01/2021
Specialist:
Financial Education
-Federal University of Goiás, Goiânia, GO | 02/2018
Specialist:
Technologies for Business Management
-Federal University of Goiás, Goiânia, GO | 12/2015
Bachelor:
Administration
My certifications in this area:
-Certificate in Treasury Direct by the School of Finance Administration - ESAF
-Certificate in Economic Scenario by Saint Paul Escola Business
-Certificate in Financial Statement Analysis by Saint Paul
-Certificate in Capital Markets by Saint Paul
-Certificate in Financial Market by Saint Paul
-Certificate in Economic Feasibility Analysis of Projects of Investments by Saint Paul
-Certificate in Emotional Intelligence by the School of Public Administration - ENAP
-Certificate in Entrepreneurship by Alura
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About the lesson
- Primary
- Secondary
- SPM
- +5
levels :
Primary
Secondary
SPM
Form 6
STPM
Adult education
Masters
Doctorate
- English
- Spanish
All languages in which the lesson is available :
English
Spanish
Financial education is about making people aware of the four main pillars of the financial universe: the financial organization; financial planning; setting financial goals; creating strategies to achieve these goals. These are, basically, the topics covered in the work of a financial educator.
Objectives:
-Financial profile identification:
Knowing the student's financial behavior and their way of dealing with money, through the exchange of ideas and application of tests.
-Diagnosis of the financial reality:
Define the picture of the current financial situation, with emphasis on the sources of income, equity and level of indebtedness.
[ N]-Exploration of basic concepts of finance and economics (money, debt, capitalization, compound interest, liquidity, investment, savings, goals, budget, financial independence, passive income, among others):
Transmit the main financial concepts and economics for language alignment and financial education purpose.
-Definition of financial control tool:
Choose the method of financial control that best suits the student's profile.
-Creation of a monthly cash flow:
Based on the method defined in the previous item, draw the routines for posting the income and expenses that make up the monthly cash flow.
-Definition of short, medium and long term dreams:
Assist the client in creating objective and achievable goals related to their personal dreams.
-Creation of the monthly budget:
Based on the monthly cash flow raised and the defined goals, carry out the monthly financial planning.
-Presentation of the main investments in the market:[N ]Address the main types of fixed income investments (Direct Treasury, CDB, Debentures, etc) and variable income (Real Estate Funds, Shares, Cryptocurrencies, etc).
-Definition of investment strategies:
From the goals defined in item F, outline the most appropriate investment strategies to achieve them.
-Analysis of the enrichment factor:
Analysis of the three variables that make up the enrichment factor (monthly income , profitability, investment percentage) and how to increase them.
-Project economic feasibility analysis:
For a specific investment project, perform an economic feasibility analysis using the TIR, VPL and Payback methods.
-Indication of extra content, such as books, movies, media, among others:
Bring extra material for continuous study and greater depth in the desired items.
Specifications:
]The objectives listed above can be worked on in their entirety, or they can be worked on individually, depending on the student's interest and need, as long as the prerequisites are respected. Undescribed goals can be added as needed.
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Rates
Rate
- RM36
Pack rates
- 5h: RM180
- 10h: RM360
Travel
- + RM10
online
- RM28/h
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