Investing
Investing Fundamentals consists of three progressive learning modules. It begins with understanding practices to investing in a trust. This course delves into various aspects, encompassing investment goals and strategy, the investment process, and diverse approaches to investing, including Modern Portfolio Theory and Goals-Based Investing. This module further delves into investment governance linked to trusts, involving elements like having an investment philosophy, an investment policy statement, an investment charter, and/or an investment committee. The course concludes with a real-life case study, offering insights into how trust investing may entail distinct guidelines and parameters compared to a conventional brokerage or investment account.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Optional text narration
- Two applied learning homework assignments
- Two podcast videos
Program Outline
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
$850
Individual: 1 User
- Access to 3 Modules
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$4,250
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.
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