Welcome to the “Financial Planning and Investing: Putting Investments into Groups” lesson, which is all about breaking stocks and bonds into different groups based on certain criteria. This lesson is the 10th 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. Learning the investment groups in this lesson will make investing easier as these groups then tend to have their own unique return and risk profile. Once viewers learn about the few groups, then the goal is to combine them in a way that is right for their money goals.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Categorize Different Types of Investments
Analyze Risk and Return Profiles of Investment Groups
Develop a Comprehensive Financial Plan Incorporating Various Investments
Evaluate the Impact of Market Trends on Investment Group Performance
Create a Diversified Investment Portfolio Based on Group Analysis
Financial Advisors, Investment Analysts, Personal Finance Coaches, Individuals Interested in Investment Strategies
Basic Understanding of Financial Concepts, Familiarity with Investment Terminology
01. Introduction to Financial Planning and Investing
02. Overview of Investment Groups
03. Risk Assessment and Management Strategies
04. Analyzing Market Trends and Their Effects
05. Portfolio Diversification Techniques
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Categorize Different Types of Investments
Analyze Risk and Return Profiles of Investment Groups
Develop a Comprehensive Financial Plan Incorporating Various Investments
Evaluate the Impact of Market Trends on Investment Group Performance
Create a Diversified Investment Portfolio Based on Group Analysis
WHO SHOULD ATTEND
Financial Advisors, Investment Analysts, Personal Finance Coaches, Individuals Interested in Investment Strategies
PREREQUISITES
Basic Understanding of Financial Concepts, Familiarity with Investment Terminology
COURSE OUTLINE
01. Introduction to Financial Planning and Investing
02. Overview of Investment Groups
03. Risk Assessment and Management Strategies
04. Analyzing Market Trends and Their Effects
05. Portfolio Diversification Techniques
