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Managing Your Investment Portfolio

Audience: Recommended for those who desire broader knowledge on how to manage their investment portfolio
Length: 2-4 hours
Materials: Each participant receives a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

 

Course Description:

Participants who attend this course will learn how to structure, build, and monitor an investment portfolio to achieve their financial goals while minimizing risk.

Course Objectives:

  • Utilize eight important action steps for goal achievement.
  • Incorporate realistic assumptions when developing a financial plan.
  • Complete a personalized risk tolerance survey.
  • Grasp the importance of time horizon and risk tolerance when selecting investments.
  • Allocate assets based on five crucial factors.
  • Learn how to determine and diversify the mix of assets in a portfolio.
  • Find out the three main objectives that investments may offer.
  • Uncover and better manage the risks within an investment portfolio.
  • Examine important types and characteristics of bonds, stocks, mutual funds, and real estate investments.
  • Analyze the pros and cons of owning individual stocks and bonds vs. mutual funds.
  • Write a personalized investment policy to guide future investment decisions.
  • Develop an ability to modify a portfolio as circumstances and goals change.
  • Discover how to build and protect investments through market and economic cycles.
  • Review ten important lessons for managing investments.

 

 

 

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