|
Author Amarillo Alvarado, Jorge Edwin |
Abstract With this Master's Thesis, he intends to achieve various objectives set for the financial planning of a family residing in Bogotá-Colombia, with a marriage under community property. This planning will be carried out as of January 2022, which aims to achieve various objectives such as renewing your cars, planning and ensuring the education of your children, maintaining retirement with an income level of 70% of the current one, being able to make a trip every year with a duration of 15 days for the whole family, taking into account the families that the children can build. To achieve all the established objectives, an investment between 5-10 funds will be considered, considering a moderate / risky risk profile. |
|
|
Director Larraga López, Pablo |
||
|
Degree IQS SM - Master’s Degree in Wealth and Financial Management |
||
|
Date 2022-09-30
|
