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Description
The Asset Management Education Program is designed to broaden the investment professional’s skill set with respect to managing client assets through a comprehensive process as opposed to a transaction focused approach. Students will learn the steps in the asset management process, how to create an Investment Policy Statement and the purpose it serves, how to measure, understand and address risk, return and performance, how to create appropriate asset allocations for clients, various investment and tax strategies as well as addressing other planning issues such as insurance needs/risk protection, retirement and estate planning, and regulatory and ethical issues that exist for investment professionals.
Learning Objectives
"After completing this course students should be able to: • Understand the asset management process • Understand investor types, personalities, psychological aspects of investing and the elements of an investment policy statement • Understand fundamental concepts of risk and time value of money principles • Understand characteristics of major asset classes and principles of asset allocation, asset valuation and investment analysis • Understand fundamental investment strategies • Understand fundamental concepts and strategies of tax planning • Understand fundamental retirement planning principles and plans • Understand certain financial planning issues for small business owners • Understand the characteristics of certain compensation plans for highly compensated executives • Understand important characteristics and issues relating to life insurance and annuities • Understand fundamental estate planning principles and issues • Understand regulatory and ethical issues, ethical duties and principles of conduct, and the relationship to ethical behavior to the asset management process "