Slide 1: Training 4: Saving & Investment
Training 4: Saving & Investment Allianz Finance Workout 1
Slide 2: Savings Mind Map
Mind Map Savings Training 6: Saving & Investment 2
Slide 3: What to expect today
What to expect today What can you do differently with your money? The magic triangle Which assets or forms of investment Would you do you know? buy financial Can an asset do products? everything for your savings? Training 6: Saving & Investment 3
Slide 4: What can you save?
What can you save? Good resolution: Save electricity at home Saving means cutting back on consumption. To be able to spend money (for a specific purpose) in the future. Training 6: Saving & Investment 4
Slide 5: How many of you save money?
How many of you save And what money? for? Training 6: Saving & Investment 5
Slide 6: What do young people in Germany save for?
What do young people in Germany save for? 60% 51% 50% Percentage of respondents 40% 30% 20% 16% 14% 10% 6% 2% 0% Major purchases Security/Emergencies Training Asset formation Other Germany: 14–17-year-olds; 651 respondents Source: Gesellschaft für Konsumforschung GfK/Bankenverband: June 2015 https:/
Slide 7: How to invest money
How to invest money Current accounts Savings Shares books Real Precious Estate metals Training 6: Saving & Investment 7
Slide 8: What suits me?
What suits me? Which size do you need? When do you need the pants? What can you afford? For what do you need the pants? Training 6: Saving & Investment 8
Slide 9: The Magic Triangle
The Magic Triangle Decide for yourself Don't be fooled into what are your thinking there’s, one High return investment that can priorities: high return, low risk, or (profit after costs) do everything. high liquidity. Choose your two corners! The magic triangle Low risk High liquidity (high security
Slide 10: Decision
Info sheet: Checklist for the More Information around the Consultation consultation conversation in the In-Depth presentation Preparation Implementation Follow-up Who do I take with me to the Get information about Sleep on it. consultation? different types of investments. Am I willing to take a high
Slide 11: Allocation investment forms
Allocation investment forms "My investment has no notice period. Every day I can "I own a document whereby I am a co-owner of a dispose of my money. As a rule, I do not receive any company. This gives me above-average opportunities interest for this. for profit, but also the risk of loss. It is a ch
Slide 12: Exercises: Savings goals and suitable forms of investment
Excercises: Savings goals and Extra suitable forms of investment workout What form of investment did you choose? For what reasons? Which investment criteria are most important for your savings goal? Why is that? Which investment criteria are least important for your savings goal? Why is that? Traini
Slide 13: Allianz Finance Workout Tips
Alliance Finance Workout Tips Decide for Don't be fooled into yourself what is thinking there is most important to one investment you: High return, that can have it all. low risk, or high Choose your corner! liquidity. Saving means cutting back on consumption. It is Do not choose the to not spend fi
Slide 14: Your opinion is needed!
Your opinion is needed!
Slide 15: Thank you for your attention!
Thank you for your attention! 15
Slide 16: Other sources...
Other sources... ...for teachers: http://www.altersvorsorge-macht-schule.de/ http://www.knappbeikasse.de/ http://www.schuldnerberatung-sh.de/index.php?id=128 http://www.wigy.de/ http://www.zeit.de/2010/28/Aktien-fuer-Kinder http://www.zinsen-berechnen.de ...for pupils: http://www.checked4you.de/geld