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| Investing Masterclass: Become Your Own CFO In 2019 |
She has worked with global firms like Goldman Sachs and BlackRock and also with boutique and niche firms. In this course, she has condensed what she learned from her sixteen years in the investment industry to provide a comprehensive step-by-step guide to creating an investment portfolio that's right for you. By the end of the course, you will have an investment portfolio ready to put your money to work.
Who this course is for:
This course is designed for students with varying levels of investment experience. Whether you're just getting started or looking for ways to strengthen your investment portfolio, this course is for you. Even if you use a financial advisor, this will provide you the knowledge to evaluate your advisor, understand your investments and be your best advocate.
What you will learn:
- Understand investment risk: Risk drives everything when investing. Investment management at its core is actually risk management. Learn how to see risk from the perspective of an investor and use it to your best advantage.
- Find your asset allocation: Asset allocation is the blueprint of your portfolio that combines your goals with investment principles. Dive into your goals and create your investment blueprint using the steps described in this course.
- Select your managers: Once you identify your investment blueprint, you will need to implement your portfolio. Learn how to evaluate both indexes and active managers to implement your investment strategy. By the end of this step, you will have an investment portfolio ready!
Time is of the essence when it comes to investing. It's your biggest ally. So, the right time to invest is right now!
Who this course is for:
- This course is designed for students with varying levels of investment experience. Whether you're just getting started or looking for ways to strengthen your investment portfolio, this course is for you. Even if you use a financial advisor, this will provide you the knowledge to evaluate your advisor, understand your investments and be your best advocate.
- Get the course
