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Main Goal by Mind Map: Main Goal

1. Specialize

1.1. CFA

1.2. CFI

1.2.1. FPWM

1.2.2. FMVA

1.2.3. BIDA

1.3. Freecodecampe

2. Marketing Strategy

2.1. Client profile

2.1.1. Business owners and executives

2.1.2. Professionals with high incomes

2.2. Digital marketing

2.2.1. Profile

2.2.1.1. Name

2.2.1.1.1. Moneywise: Make a future for yourself

2.2.1.2. Logo

2.2.1.3. about

2.2.2. Facebook

2.2.2.1. Blog

2.2.2.2. Shot video

2.2.2.3. Pictures

2.2.3. Tiktok

2.2.3.1. Shot video

2.2.4. Youtube

2.2.4.1. Long video

2.2.5. Web

2.2.6. Contens strategy

2.2.6.1. Finance for Dummies

2.2.6.2. News contens

2.2.6.3. Thám tử tài chính

2.2.6.4. Olympic Tài chính

2.2.6.5. The Finance Battle

2.2.6.6. Investment Management

2.2.6.7. Risk Management

2.2.6.8. Financial Education for Kids

2.3. Offline

2.3.1. Name card

2.3.1.1. QR code

2.3.1.2. Design

2.3.2. Gift

2.3.3. Networking

2.3.4. Strategic Partnerships

2.3.5. Speak at Industry Events

3. Advisory

3.1. Spin selling

3.1.1. Situation

3.1.2. Problem

3.1.3. Implication

3.1.4. Need-payoff

3.2. Implementation process

3.2.1. Step 1: Determine investment plan

3.2.1.1. Investment goals

3.2.1.2. Invesment horizon

3.2.1.2.1. Short-term

3.2.1.2.2. Medium-term

3.2.1.2.3. Long-term

3.2.1.3. Risk tolerance

3.2.1.3.1. Factors

3.2.1.3.2. Types

3.2.1.4. Investment experience

3.2.1.5. Liquidity requirement

3.2.2. Step 2: Propose investment solution

3.2.2.1. assets allocation strategy

3.2.2.2. Maximum loss acceptance

3.2.2.3. Specific investment products

3.2.2.4. Investment time frame

3.2.2.5. Liquidity plan

3.2.3. Step 3: Execute investment

3.2.4. Step 4: Monitor & supervise

3.2.4.1. Timely report

3.3. Voice

3.3.1. Intonation

3.3.2. "tròn vành rõ chữ"

4. Technology

4.1. Certificate Data Analysis with Python

4.1.1. Data Extrantion

4.1.2. Data Cleaning

4.1.3. Data Wrangling

4.1.4. Analysis

4.1.5. Action

4.2. Certificate Machine learning with Python

5. Investment Bank

5.1. Advison

5.1.1. Raise capital

5.1.1.1. Stocks

5.1.1.2. Bonds

5.1.1.3. Capital call

5.1.2. M&A