Investing
The Investing course outlines asset types and classes and considers how a trust portfolio can be constructed to meet specific financial goals. The coursework delves into investment governance including the components of an investment policy statement and how to read and understand investment statements and assess performance. Finally, the course culminates in a case study that applies the lessons and concepts learned in this course as well as tying in estate planning, financial planning, and wealth transfer.
Program Outline
Required
Investing Fundamentals
Investing Fundamentals outlines asset types and classes and considers how a trust portfolio can be constructed to meet specific financial goals. The coursework delves into investment governance including the components of an investment policy statement and how to read and understand investment statements and assess performance. Finally, the course culminates in a case study that applies the lessons and concepts learned in this course as well as tying in estate planning, financial planning, and wealth transfer.
Pricing
$1,100
Individual: 1 User
- Access to 3 Modules
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$5,500
Group: 2-10 Users
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- 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 course is designed to take 1 month with approximately 2 - 3 hours per week of study. If you put in more hours per week, you will finish sooner.
-
Share This Learning Path
