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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.
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