Financial well-being webinar - Bucharest International School of Management
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Financial well-being webinar

20 Mar 2021 @ 9:00 am - 4:00 pm


The first 10 confirmed participants get a special treat – details below.

Coach & Instructor: Joy Chan

Do you get anxious thinking about YOUR personal finances?

How can you make your money work harder for you?

Have you thought about your retirement and wondered whether you will have enough to lead a comfortable lifestyle?

Are you experiencing “analysis paralysis” – overwhelmed by all the information out there?

Did you ever wish you had the opportunity to take a personal finance course back in high school or at university?

If you have responded “Yes” to any of the questions above, then this Financial Well-being Webinar will provide the answers that you are looking for!

Our two-day Financial Well-being webinar takes on a hands-on, practical approach to help you become a better manager of your own money and time, by making informed choices related to spending, saving and investing.   The topics are curated from two decades of my own investing experience, financial research and wealth coaching to help you cut through the jargon, differentiate between truths and half-truths in the popular media, grasp the fundamental concepts and leave with a set of ready to implement plans.

Plus, Joy is also offering the first 10 confirmed (and paid) participants a 20min free consultation with her, to help them tailor a portfolio that grows their wealth systematically while keeping risks low.

What you will learn:

Session 1:  How is your current Financial Health?

  • Your own Financial Health Review
  • Determining your Net Worth and Key Financial Ratios (vs Benchmarks)
  • “Find me the Money” – Tips to make your Budget stick
  • “What is my F.I.R.E* number?” – Retirement Planning
  • (* Financial Independence, Retire Early)

Session 2: Step-by-Step Guide to Creating your own Investment portfolio

  • Fundamentals of Investing & Psychology of Investing
  • What is your Risk Tolerance?
  • Track record of asset returns and risks (stocks, bonds and funds)
  • Let’s create your own Investment Blueprint
  • Secrets of Effortless Investing for Life

When will the Webinar take place:

Saturday 20 March, Zoom session, 0900-1600hrs (with a lunch break)

Saturday 3 April, Zoom session, 0900-1600hrs (with a lunch break)

All Zoom sessions are recorded and available to registered participants for subsequent viewing

Cost of the Webinar:

2 day Webinar – EUR 270 per person (with discounts for bringing more participants)

2 day Webinar + 30min one-on-one wealth coaching with Joy at a special bundle price of EUR 350

(Wealth coaching to be booked after the webinar.  Here’s your chance for Joy to look at your portfolio and help you revise and enhance it, and to address any specific questions or concerns you have.)

Joy Chan’s Profile:

Joy Chan brings more than 20 years of teaching and course creation experience in corporate finance, personal finance, and company valuation. Joy is an adjunct finance professor at CEU, MSM, ESSCA, CEMS and has been invited by numerous corporations, entrepreneur innovation labs, and non-profit foundations to deliver executive training programs and consulting work to a global and varied audience.

An educator at heart, Joy is guided by the philosophy that we are all able to learn and master the material when the right conditions exist. Joy engages her participants – in both online and offline classes – by accelerating her participants’ learning curve using real-life, relatable and universal illustrations. She endeavors to show her participants how basic financial knowledge could enhance their everyday decision-making and enrich their lives – both professionally as well as privately.

On a private level, Joy is an avid stock investor and enjoys researching on companies, spotting investing opportunities and future trends.


Please fill in the form below to register for the webinar:

[contact-form-7 id=”3042″ title=”Register Personal Finance”]





20 Mar 2021
9:00 am - 4:00 pm
Event Category: