CFA Society Bermuda Financial Literacy Course
The CFA Society Bermuda financial literacy series will return to the Bermuda College starting on February 23.
A spokesperson said, “CFA Society Bermuda’s popular financial literacy series returns to the Bermuda College beginning February 23. This four-part series is designed for anyone who is looking to learn more about personal finance and basic financial literacy concepts. The course is part of the College’s offerings in its PACE program.
“CFA Society Bermuda recognizes the importance of providing individuals with basic financial skills and has designed a Financial Literacy course to educate and empower members of the public on how to create healthy spending and saving habits. The presenters are a group of individuals who are members of the society and have specific expertise in financial matters.”
Society President Miguel DaPonte said “Those of us who volunteer to present the course do so because we believe in the importance of practical financial education. We want to help empower the community to increase financial security. Because with increased financial security should come less financial anxiety and less stress.”
He added, “Understanding decisions around your money is no different than understanding any other decisions you make in your life. It’s about being aware and using the knowledge and skills that you have to make choices. Financial education focuses on the concept, the facts, it provides the information.
“In our financial literacy course, we go beyond the information to help you turn the knowledge into action by giving you ways to practically apply the concepts. We take you through the process to understand how your values create a framework to determine your goals. From there, you can see how your money plays a part in achieving what is important to you.”
A spokesperson added, “Topics covered in the series include “The Basics of Budgeting and Savings,” “Understanding Income, Expenses and Debt” and “Planning for Retirement.” To register, go to www.college.bm/pace and click the link “Register for PACE classes” to access the online registration form.
“CFA Society Bermuda is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence. For more information about CFA Society Bermuda, visit here or email CFA Society Bermuda at info@bermuda.cfasociety.org.”
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