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This one-day seminar provides key investment fundamentals and application of these principles.
What you can learn.
- Understand risk/reward profiles, portfolio construction using multiple asset classes, and tax strategies
- Review mutual funds vs. ETFs and tax advantaged accounts
- Calculate basic statistical measurements and use macro-economic analysis for investment decision making
- Discuss socially responsible investing, ethics, and the role of the financial advisor
About this course:
Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals.