Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITs
Master key concepts and practical skills through structured learning modules. By completing this curriculum, you'll gain valuable expertise applicable to real-world scenarios.
Illustrate the savings and investment mechanism and its capability in helping their clients to accumulate wealth
Explain the various investment instruments, namely, Endowments, Bonds, Unit Trusts, ETFs and REITs in terms of their structure and risk reward potential.
Identify the annual percentage returns required by their clients to achieve their investment objective
Construct an investment portfolio based on the investment instruments that has the potential in achieving the required return
Select among the various products within each investment instruments and justify the suitability of the instrument in achieving the investment objective
This comprehensive Coaching Course: Investment Planning curriculum is designed to take you from foundational concepts to advanced implementation. Each module builds upon the previous, ensuring a structured learning path that maximizes knowledge retention and practical application.
Understand what you need to succeed in this course and determine if it's the right fit for your learning goals
What you need before starting this Coaching Course: Investment Planning course:
This course is perfect for:
Everything you need to know about this online course, from duration to certification
Course Instructor
DioPACT Learning
Expert instructor with industry experience
Course Language
English
All materials in English
This online course offers comprehensive training with expert instruction, practical exercises, and a certificate of completion. Join thousands of students advancing their careers through quality online education.
View Current Pricing
Check provider for latest offers
Pricing may vary. Check the course provider for current promotions and exact pricing.
Coaching Course: Investment Planning isn't for you? Don't worry, explore these courses and advance your skills or learn something totally new.
