Financial Literacy Series

Review all of the material from CFA Society The Bahamas' award-winning Financial Literacy Series!​

2023 Financial Literacy Series

​Personal Finance 101
Investment Opportunities for Bahamians
Entrepreneurship: What You Need to Know
Video

2022 Financial Literacy Series


​Saving, Budgeting & Retirement: How to Safeguard Your Future
Investing: Wealth Building Strategies
Home Ownership: The Fundamentals
Cryptocurrency: The Dos and Don'ts. What You Need to Know


2021 Financial Literacy Series

​Saving & Budgeting: Financial Lessons From the COVID-19 Pandemic
Slides

Investing Fundamentals: How to Invest in Yourself and Build Wealth
Slides

Homeownership: What Your Need to Know
Slides

The Credit Bureau: What You Need to Do Now to Protect Your Credit
Slides


2020 Financial Literacy Series

​Budgeting & Saving Today for a Brighter Tomorrow
Slides

Investing 101
Slides

Pension & Retirement - Plan Now to Safeguard Your Future 
Slides

Home Ownership - The Dos and Don'ts
Slides

The Credit Bureau and the Sand Dollar: What You Need to Know


2019 Financial Literacy Series

​Budgeting & Saving Today for a Brighter Tomorrow
Slides​

Investing - How to Build Wealth
Video​
Slides

Pension & Retirement - Plan Now to Safeguard Your Future 
Slides​

Home Ownership - The Dos and Don'ts
Mortgage calculator​​​​​

The Credit Bureau and You - What You Need to Do Now to Protect Your Credit

2018 Financial Literacy Series

​​​​Watch th​e series here!​
​​Click the link above at the start of each event in the series to view the livestream or view recordings of previous events.

Click on the links below for materials from the presentations:
 
Budgeting and Savings​