Welcome to the “Financial Planning and Investing: Investing Is Like Building Your Sports Team” lesson that explains how to build a successful investment mix. This lesson is the sixth 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 this experience, Debra will speak about offensive, defensive, and special team investments that will be helpful in building a strong investment portfolio.
Overview
COURSE DIFFICULTY
COURSE DURATION
4m
Skills Learned
After completing this online training course, students will be able to:
Understand the fundamentals of financial planning
Analyze different investment options effectively
Develop a personalized investment strategy
Compare investment strategies to building a successful sports team
Evaluate risks and rewards associated with investments
Financial Analysts, Investment Advisors, Personal Finance Coaches, Aspiring Investors, Business Professionals
Basic understanding of finance and investing concepts
01. Introduction to Financial Planning
02. Investment Options Overview
03. Creating an Investment Strategy
04. Risk Management in Investing
05. The Analogy of Sports Teams in Investing
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the fundamentals of financial planning
Analyze different investment options effectively
Develop a personalized investment strategy
Compare investment strategies to building a successful sports team
Evaluate risks and rewards associated with investments
WHO SHOULD ATTEND
Financial Analysts, Investment Advisors, Personal Finance Coaches, Aspiring Investors, Business Professionals
PREREQUISITES
Basic understanding of finance and investing concepts
COURSE OUTLINE
01. Introduction to Financial Planning
02. Investment Options Overview
03. Creating an Investment Strategy
04. Risk Management in Investing
05. The Analogy of Sports Teams in Investing
