Planning and setting goals is an important part of good money management. When you’re setting goals, make sure they’re SMART goals (specific, measurable, achievable, realistic and time-bound). This module will help you to set SMART goals.
This module covers:
- how to set SMART goals
- how to identify your investment goals
- the importance of setting realistic goals that work with your investment timeframes
- the differences between short, medium and long-term goals
- how to find and use the services of a financial adviser, and
- how to help identify your risk profile.