Investing Fundamentals - Module 2
Module 2 of Investing Fundamentals covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals-Based Investing. This module explores investment governance that may be associated with a trust, including having an investment philosophy, investment policy statement, investment charter and/or an investment committee. Finally, this module ends with how to interpret a sample investment statement.
Estimated Completion Time: 2 hours
Featured Resources:
Articles/Books
- Investment Policy Statement Sample
- "Elements of an Investment Policy Statement for Individual Investors" by the CFA Institute
- Investment Committee Charter Example
- Performance Report Sample
Videos
- Podcast with Jeremy Langlois entitled, "Consolidated Reporting 101"
- Podcast with Ronen Schwarman entitled, "Asset Allocation"
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
