Financial education is a basic condition for making sound and informed financial decisions. This Financial Guide offers a wide array of topics in order to be useful to anyone making that kind of decisions. Some of the contents included in this guide are the following: family budget management; basics of financial-decision making; financial decision-making by entrepreneurs, businesspersons and professionals; the psychology of financial decisions; the interpretation of economic-financial information; the quantification of the economic-financial information; the role and functions of the financial system; the digital transformation process; the legal framework; the use of means of payment; deposits; loans and credit facilities; fixed income; equity securities; collective investment undertakings; retirement products; other financial products and services and exercises.
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