Coaching Course: Investment Planning

Online Course

Udemy
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Coaching Course: Investment Planning
  1. What is the course about?
  2. Prerequisites & Facts
  3. Cost, Certificate & Degree
  4. Reviews & Experiences

What is the course about?

Coaching Course: Investment Planning
The course Coaching Course: Investment Planning is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITs

Course description
  • Coaching Course: Investment Planning
  • 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
  • Able to use Microsoft Excel
  • 1 hour on-demand video
  • 19 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • DioPACT Learning
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Prerequisites & Facts

Coaching Course: Investment Planning

Course Topic

Personal Success, Teacher Training, Teaching & Academics

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

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Degree & Cost

Coaching Course: Investment Planning

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Coaching Course: Investment Planning
provided by Udemy
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Reviews

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School: Udemy
Topic: Business, Investing, Strategy

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