Introduction to Portfolio Risk
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 module 3 of the course Wealth Management - A Core NYIF Course
CPE Credits: 1
| Program Level | Basic |
| Prerequisites | This course has no prerequisites. |
| Advance Preparation | No advance preparation required. |
| Recent Revision Date | January 6, 2015 |
| Instructional Delivery Method | QAS Self Study |
| Field of Study | Specialized Knowledge and Applications |
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Duration : 1 hour
- Diversification and the different investment vehicles
- Assets, not investments
- Investments as assets
- Picking asset classes