Welcome to the “Financial Planning and Investing: Matching Risk to Your Goals” lesson that covers risk, return, and risk appetite. This lesson is the 12th 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. This experience breaks down a conservative, moderate, and aggressive investor. Also, learners are given a formula to use as a guideline when determining how they should invest. In the end, Debra will walk viewers through understanding how risk and return coincide to create an appropriate risk appetite based on their age and retirement objectives.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Understand the principles of financial planning
Identify different types of investment risks
Align investment strategies with personal financial goals
Develop a diversified investment portfolio
Evaluate the performance of investments over time
Financial Advisors, Personal Finance Managers, Individual Investors, Students in Finance, Professionals Seeking Investment Knowledge
Basic Understanding of Financial Concepts, Familiarity with Investment Terminology
01. Introduction to Financial Planning
02. Understanding Risk and Return
03. Investment Strategies and Portfolio Management
04. Setting Financial Goals
05. Monitoring and Adjusting Your Investment Plan
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the principles of financial planning
Identify different types of investment risks
Align investment strategies with personal financial goals
Develop a diversified investment portfolio
Evaluate the performance of investments over time
WHO SHOULD ATTEND
Financial Advisors, Personal Finance Managers, Individual Investors, Students in Finance, Professionals Seeking Investment Knowledge
PREREQUISITES
Basic Understanding of Financial Concepts, Familiarity with Investment Terminology
COURSE OUTLINE
01. Introduction to Financial Planning
02. Understanding Risk and Return
03. Investment Strategies and Portfolio Management
04. Setting Financial Goals
05. Monitoring and Adjusting Your Investment Plan
