Welcome to the “Financial Planning and Investing: Investing for Your Goals” lesson that goes over three different examples of investment combinations at three different risk levels, so that viewers can get a sense of what a conservative, moderate, and aggressive investment mix might look like. This lesson is the final 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. In the end, learners can use this advice to understand where they fit on the risk scale to create a portfolio that aligns with their money goals.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Understand the fundamentals of financial planning
Identify different types of investment vehicles
Develop a personalized investment strategy
Analyze risk and return in investment options
Set realistic financial goals for the future
Individuals interested in personal finance, Aspiring investors, Financial planning enthusiasts, Professionals seeking to enhance investment knowledge
None
01. Introduction to Financial Planning
02. Overview of Investment Vehicles
03. Setting Financial Goals
04. Risk Assessment and Management
05. Developing an Investment Strategy
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the fundamentals of financial planning
Identify different types of investment vehicles
Develop a personalized investment strategy
Analyze risk and return in investment options
Set realistic financial goals for the future
WHO SHOULD ATTEND
Individuals interested in personal finance, Aspiring investors, Financial planning enthusiasts, Professionals seeking to enhance investment knowledge
PREREQUISITES
None
COURSE OUTLINE
01. Introduction to Financial Planning
02. Overview of Investment Vehicles
03. Setting Financial Goals
04. Risk Assessment and Management
05. Developing an Investment Strategy
