Loading...

Course Overview

This course examines the principles of investment planning, including asset allocation, portfolio construction, and investment selection. Behavioral considerations are incorporated to support effective client decision-making and long-term investment discipline.


 

Course Outline

  • Develop an Investment Policy Statement aligned with client goals, risk tolerance, and constraints.
  • Construct diversified portfolios using asset allocation and rebalancing principles.
  • Evaluate investment vehicles and strategies considering risk, return, cost, taxation, and behavioral factors.
  • Monitor and explain portfolio performance using appropriate benchmarks and metrics.
Loading...
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.
Required fields are indicated by .