About
This course is the financial education your school and university won't teach you. It's a strategic deep dive into the unique opportunities emerging from Sri Lanka's economic recovery. While the national narrative is one of stabilization, the reality for many is still a struggle. This paradox creates a dual-reality that demands a new approach to financial planning. We'll equip you with a multi-tiered framework to not only navigate this complex landscape but to thrive within it. You will move beyond the basics of saving and budgeting to apply elite strategies used by professional investors and entrepreneurs. What You'll Learn: The Elite Mindset: Shift from a reactive mentality to a proactive framework. You will learn to use Zero-Based Budgeting (ZBB) to give every rupee a purpose. Intelligent Investing: Build a high-performing portfolio. We'll show you how to use Modern Portfolio Theory (MPT) to identify high-alpha opportunities on the Colombo Stock Exchange (CSE). You'll learn to structure a portfolio with high-growth stocks like Cargills (CARG) and Hemas (HHL) and stable, tax-exempt assets like Treasury Bonds. Mastering Leverage: Use debt as a tool for wealth creation. We'll reveal how to strategically leverage assets and access low-interest government schemes like the SMILE III Revolving Loan. We'll provide practical case studies on using loans to generate income, such as starting a car rental business or a laundry service. The Entrepreneurial Edge: Unlock the potential of low-capital, high-profit businesses. You'll learn a framework for identifying "non-sexy" ventures like a niche catering service or a digital marketing agency. Advanced Tax Optimization: Navigate Sri Lanka's evolving tax landscape with confidence. You will learn how to legally cap tax on foreign income at a concessionary 15% rate. We'll also demystify corporate structuring, with a case study on using a foreign holding company and transfer pricing to legally and safely optimize tax liability
You can also join this program via the mobile app. Go to the app