Welcome to the “Financial Planning and Investing: Investment Groups are Indexes” lesson designed to explain indexes and how they can be combined in a way to fit a person’s money goals. This lesson is the 11th 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. With the information from this lesson, viewers will be able to use the investment categories to stay invested for the long term and grow their money.
Overview
COURSE DIFFICULTY
COURSE DURATION
9m
Skills Learned
After completing this online training course, students will be able to:
Understand the concept of index funds and their role in investment strategies
Analyze the performance of various index groups
Construct a diversified investment portfolio using index-based investments
Evaluate the risks and benefits associated with index investing
Develop a long-term financial plan incorporating index investments
Financial Planners, Investment Advisors, Beginners in Investing, Individuals Interested in Financial Literacy
Basic Knowledge of Financial Terms, Familiarity with Investment Concepts
01. Introduction to Financial Planning
02. Overview of Investment Groups and Indexes
03. Analyzing Index Performance
04. Diversification Strategies Using Indexes
05. Risks and Benefits of Index Investing
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the concept of index funds and their role in investment strategies
Analyze the performance of various index groups
Construct a diversified investment portfolio using index-based investments
Evaluate the risks and benefits associated with index investing
Develop a long-term financial plan incorporating index investments
WHO SHOULD ATTEND
Financial Planners, Investment Advisors, Beginners in Investing, Individuals Interested in Financial Literacy
PREREQUISITES
Basic Knowledge of Financial Terms, Familiarity with Investment Concepts
COURSE OUTLINE
01. Introduction to Financial Planning
02. Overview of Investment Groups and Indexes
03. Analyzing Index Performance
04. Diversification Strategies Using Indexes
05. Risks and Benefits of Index Investing
