Coaching Course: Investment Planning

Online Course

Udemy

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What is the course about?
Prerequisites & Facts
Cost, Certificate & Degree
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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

Business, Investing, Strategy

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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