Managing Your Investment Portfolio

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.

Audience
Recommended for those who desire broader knowledge on how to manage their investment portfolio.

Materials
Each participant receives a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration
4 hours

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.

Fee includes

• 4 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.