Introduction to Portfolio Risk - Online

This module teaches how you can use different investment strategies for various investment portfolios allowing you to better match the risks of the investments with the risk tolerance and the time horizon of your clients.

This course replicates the content from Lesson 3 of Wealth Management - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, new portfolio managers and private investors.
Students will be able to:
  • Differentiate between systematic and unsystematic risk
  • Understand the basics and application of portfolio theory
  • Understand how to diversify among asset classes in a portfolio
  • Investor Profiling - Online
  • Portfolio Management and Duration - Online
  • Asset Allocation and Taxation - Online
  • Portfolio Theory: Portfolio Monitoring - Online
  • Portfolio Theory: Risk and Return - Online
    • Introduction to Portfolio Risk
    • Diversification and the different investment vehicles
    • Assets, not investments
    • Investments as assets
    • Picking asset classes
    Duration: 1 hour