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Contact Details

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Beechgrove House

Strand Street

Tralee

Co. Kerry

V92 FHOK

 

T: 066 7185723 

E: [email protected]

F: 066 7186881

 

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There is over 60 minutes of video content in the lessons below, including supporting PDF files for each video and an assessment at the end of the course.

 

Know Your Money

Lessons

  • Introduction to the Know Your Money course
  • 3 Items you need to Grow your Wealth
  • Basic Needs, Wants & Wishes
  • Getting to Know your Personal Expenses
  • Getting to Know your Income
  • List your Liabilities
  • List your Assets
  • Preparing your Personal Net Worth Statement
  • Debt Management
  • Prepare you Life goals and Priority Sheet
  • Know  your Money Action Path
  • Know  your Money Gameboard

Protect Your Money

Lessons

  • Introduction to the "Protect your Money" Course
  • Living Benefits v Benefits on Death
  • How much cover do I need?
  • Income Replacement Estimate Calculator
  • Prioritisation & Risk Calculator
  • Price v Features
  • Decreasing Term Assurance
  • Term Assurance
  • Pension Term Assurance
  • Income Protection
  • Specified Illness Cover
  • Executive Income Protection
  • Executive Pension Term Assurance
  • Whole of Life Cover
  • Income & Loan Sheet + Protection Cover & Priority Sheet
  • Protect your Money Action Path
  • Protect your Money  Gameboard

Grow Your Money

Lessons

  • Introduction to the "Grow your Money" Course
  • Types of Investments & Ownership Structures
  • Expected Risk, Return and Time horizons
  • Types of Investment Risk
  • Investment Goal and Priority Sheet
  • Grow your Money Action Path
  • Grow your Money Gameboard
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The course is designed to be simple and you can also assess what you have learned after each module. 

The course helps you understand where you are financially Today so that you can make a Clear Plan for your Future

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Let's go - Purchase your Know your Money Course

 

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066 718 5723 . [email protected]

Beechgrove House . Strand Street . Tralee . Co. Kerry . V92 FH0K

PCS Financial Services (Kerry) Ltd. T/A Premier Financial, Premier Life, Employee Pension Advisors and Employee Pension Education are regulated by the Central Bank of Ireland.

 

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