Welcome to the “Financial Planning and Investing: Investing for the Long Term” lesson on investing for the long term to grow wealth and build financial security. This lesson is the fifth of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. By the end, viewers will understand the importance of investing over time to build a financially sound future.
Overview
COURSE DIFFICULTY
COURSE DURATION
4m
Skills Learned
After completing this online training course, students will be able to:
Understand the principles of long-term investing
Develop a personalized investment strategy
Analyze different investment vehicles and their risks
Evaluate market trends and their impact on investment decisions
Create a financial plan that aligns with long-term goals
Financial Planners, Investment Advisors, Individuals Interested in Long-Term Investing
Basic knowledge of finance and investing
01. Introduction to Financial Planning
02. Strategies for Long-Term Investment
03. Risk Assessment and Management
04. Asset Allocation and Diversification
05. Monitoring and Adjusting Your Investment Portfolio
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the principles of long-term investing
Develop a personalized investment strategy
Analyze different investment vehicles and their risks
Evaluate market trends and their impact on investment decisions
Create a financial plan that aligns with long-term goals
WHO SHOULD ATTEND
Financial Planners, Investment Advisors, Individuals Interested in Long-Term Investing
PREREQUISITES
Basic knowledge of finance and investing
COURSE OUTLINE
01. Introduction to Financial Planning
02. Strategies for Long-Term Investment
03. Risk Assessment and Management
04. Asset Allocation and Diversification
05. Monitoring and Adjusting Your Investment Portfolio
