Managing Your Personal Investments
With Jane Barratt
Liked by 5,527 users
Duration: 1h 24m
Skill level: Beginner
Released: 11/16/2015
Course details
Learn how to invest your money and make it work harder for you. In this course, investment advisor Jane Barratt dispels the myth that investing is just for retirement. In fact, intelligent investing is critical to long-term financial well-being—and pays higher dividends than simply saving money alone.
Jane shares her investment strategies with you. She breaks down the market into its five basic building blocks—cash and equivalents, stocks, bonds, funds, and insurance products—and the different vehicles where you can invest these building blocks. She also covers topics such as the importance of a balanced portfolio, understanding and managing your risk, identifying value in the market, and building your "money muscles" over time. Plus, learn how to calculate the rate of return of a portfolio vs. general market performance. Last, Jane outlines the options for DIY investing, when it makes sense to work with an advisor, and how to avoid costly investment fees.
Jane shares her investment strategies with you. She breaks down the market into its five basic building blocks—cash and equivalents, stocks, bonds, funds, and insurance products—and the different vehicles where you can invest these building blocks. She also covers topics such as the importance of a balanced portfolio, understanding and managing your risk, identifying value in the market, and building your "money muscles" over time. Plus, learn how to calculate the rate of return of a portfolio vs. general market performance. Last, Jane outlines the options for DIY investing, when it makes sense to work with an advisor, and how to avoid costly investment fees.
Skills you’ll gain
Earn a sharable certificate
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Download or print out as PDF to share with others
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Meet the instructor
Learner reviews
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Md. Amir Akram
Md. Amir Akram
|| MBA Finance || Financial Modeling || CFA level 1 Appeared || Research Analyst NISM || Advance Excel || SQL ||
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Contents
What’s included
- Practice while you learn 1 exercise file
- Test your knowledge 4 quizzes
- Learn on the go Access on tablet and phone
- Stay up to date Continuing Education Units
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