Financial Wellness: Mortgages, Savings, and Investments

Summary

This session introduces mortgages and the must-know criteria, reviews the Central Bank of Ireland mortgage regulations, what BOI looks for in an application, what documents are required and a mortgage checklist.

The session also reviews the hierarchy of financial needs, inflation and its impact on the cost of living and savings, why you should save and invest, and the golden rules of investing. 

Suitable for: All levels.

Learning outcomes

  • Understand the mortgage journey and criteria, along with the required documents and information. 
  • Hierarchy of financial needs, impact of inflation on your cost of living and savings, why you should save and invest, and the golden rules when investing.