Basics of financial decision-making: Financial instruments, characteristics, core variables and decision criteria

Module 0

Introduction

Module 1

Family budget management

Module 2

Basics of financial decision-making: Financial instruments, characteristics, core variables and decision criteria

Module 3

Financial decision-making by entrepreneurs, businesspersons and professionals

Module 4

The psychology of financial decisions

Module 5

The interpretation of economic-financial information

Module 6

The quantification of the economic financial information

Module 7

The role and functions of the financial system

Module 8

The digital transformation process

Module 9

The legal framework

Module 10

The use of means of payment

Module 11

Deposits

Module 12

Loans and credit facilities

Module 13

Fixed income

Module 14

Equity securities

Module 15

Collective investment undertakings

Module 16

Retirement products

Module 17

Other financial products and services

Module 18

Exercises

The importance of a global approach to financial transactions

Before going into the detail of the specific financial products that a person can take out, it is suitable to get a global idea of the way in which they should approach their decision-making, in order to control and anticipate every present and future implication, and to define the fundamental issues that it must be taken into account in such decision-making.

Consequently, in a first phase, the priority is not the precise knowledge of the products and transactions, but rather to highlight, the general approach that a citizen must adopt before concluding a financial transaction.

A person who has this global approach in mind will be in a better position to study the specific products and services available to be taken out and to choose the one that best suits their needs.

How to manage a family budget

The origin of financial needs: broad categories of financial instruments

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