Welcome to the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course designed to help viewers better understand the financial world in order to make smart financial goals. This course, comprising 13 lessons, will explain how to build a financial plan that fits your monetary objectives in the short and long term. By the end, learners will be able to navigate the financial world more easily, set money goals, and understand how to invest to grow their money over time. To access your activity IDs, a View CECertificate button will display on the profile upon completion of thecourse. This program is valid for 1.25 PDC for Society for Human ResourceManagement (SHRM), 1.25 hour(s) of recertification credit through the HRCertification Institute (HRCI) and 1.25 PDU for the Project ManagementInstitute (PMI).
Overview
COURSE DIFFICULTY
COURSE DURATION
1h 14m
Skills Learned
After completing this online training course, students will be able to:
Develop a Comprehensive Financial Plan
Analyze Investment Opportunities Effectively
Understand Risk Management Strategies
Implement Asset Allocation Techniques
Evaluate Market Trends and Economic Indicators
Financial Advisors, Investment Analysts, Personal Finance Enthusiasts, Business Professionals, Students in Finance
Basic Understanding of Financial Concepts, Familiarity with Investment Principles
01. Introduction to Financial Planning
02. Investment Strategies and Techniques
03. Risk Management and Asset Allocation
04. Market Trends and Economic Analysis
05. Case Studies and Real-World Applications
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Develop a Comprehensive Financial Plan
Analyze Investment Opportunities Effectively
Understand Risk Management Strategies
Implement Asset Allocation Techniques
Evaluate Market Trends and Economic Indicators
WHO SHOULD ATTEND
Financial Advisors, Investment Analysts, Personal Finance Enthusiasts, Business Professionals, Students in Finance
PREREQUISITES
Basic Understanding of Financial Concepts, Familiarity with Investment Principles
COURSE OUTLINE
01. Introduction to Financial Planning
02. Investment Strategies and Techniques
03. Risk Management and Asset Allocation
04. Market Trends and Economic Analysis
05. Case Studies and Real-World Applications
