Goal-based wealth management through a theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection. This focuses on the role of wealth over a lifetime, observing investing within a life-cycle framework and the merits of goal-based approach to investing.

The course looks at the impact of economic environment on financial markets and investment and evaluates strategies for managing effective client communication.

The course then provides an overview of financial instruments used to build efficient and strategic goal-based portfolio strategies for individual investors using efficient investment portfolios.