Description
This course explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors. Students will learn how to combine investments to design portfolios that provide investors with higher expected returns with less expected risk. Topics include statistical concepts related to risk assessment and portfolio evaluation, evidence-based practices in portfolio construction, and characteristics of financial products designed to meet a range of client goals.
Learning Objectives
Upon completion of this course, you will be able to:
• Explain statistical concepts and how they can be incorporated in portfolio construction and wealth management.
• Apply modern investment theory to portfolio construction and wealth management.
• Demonstrate how to construct an efficient household portfolio.
• Analyze how portfolio strategies help clients meet spending goals.
• Characterize the types of fixed-income instruments available.
• Differentiate the types of equity instruments available.
• Assess the different types of diversified securities available and evaluate how they fit in an efficient portfolio.
• Evaluate other financial instruments and decide how they can be incorporated with other types of investments to create an efficient portfolio.