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If you missed it before, you can now view the First Citizens Asset Management Webinar series by clicking on each session link below.

 

Theme: Understanding Investments

Session One: Introduction to investments. Highlight key differences between savings and investments as well as deposit accounts and mutual funds. Discuss the types of mutual funds generally available in the commercial banks within Trinidad and Tobago. Featured product – Abercrombie Monthly Fixed Income Fund (to include asset allocation as well as risks as well as calculations on returns and what needs can be satisfied with this product)

 

Session Two: Getting comfortable with risk. Focus on the risks attached to the mutual fund types: Fixed Income Funds (short term and long term), Income and Growth Funds, touch on equities and understanding bonds. Featured product – Paria Monthly Fixed Income Fund (to include asset allocation as we as risks as well as calculations in returns and what needs can be satisfied with this product)

 

Session Three: When to use a deposit account and when to use an investment vehicle. This session will focus on the different goals, life stages and when a savings account would be ideal vs. when an investment product would meet the financial goals of an individual. Featured Product – Immortelle Income & Growth Fund (to include asset allocation, risks attached, returns to date as well as for what needs can this product be used)

 

Session Four: Managing your credit before starting a serious investment regime. This session would focus on the importance of managing consumer and credit card debt as well as the mortgage process. Will include tips on savings and tips to manage credit. Featured product – Mortgage Campaign.

 

Session Five: Managing your investment portfolio. How to choose what to use discuss the various uses of short-term investments and long-term investments. Retirement Planning will also be discussed in this session. Featured Product – Retirement Provider.

 

Session Six: Overview of Investments. Tips on investments and tips on budgeting and savings.

 

  • Classic Credit Card “Shopping”
  • Card Safety Tips
  • E first
  • Contact Centre
  • Point of Sale Terminal
  • Mobile Banking