The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
To order this course, click on one of the "Order" options at the bottom of the page.
||This curriculum covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies. It concludes with a case study integrating several issues common to wealth management that shows the banker/investment advisor how to apply these techniques to real-world situations.
Please note that this is a curriculum of individual course modules. You will need to pass each module exam in order to qualify for a certificate of completion.
This course can be accessed 24/7 from any internet enabled computer. Access is for 91 days.
Who Should Enroll
Portfolio and Investment Managers, Those interested in working with high net worth clients.
After this course, students will be able to:
- Determine your client's time horizon
- Identify your client's level of risk or risk tolerance
- Understand the impact of your client's tax rates on investment decisions
- Construct an appropriate investment approach utilizing your client's time horizon, risk tolerance and tax
- Define duration to determine the validity of an investment strategy
- Understand the factors that immunize a portfolio
- Understand how to mix duration to meet clients' investment objectives
- Assess the risks associated with duration
- Differentiate between systematic and unsystematic risk
- Understand the basics and application of portfolio theory
- Understand how to diversify among asset classes in a portfolio
- Allocate a client's assets among the appropriate assets
- Implement asset allocation decisions for a portfolio
- Assist clients to minimize estate and income taxes Analyze the needs and interests of a sample client
- Apply the investment principles of wealth management in order to provide sound investment advice to a client
- Determine the best investment strategy for the sample client
Investor Profiling Duration 1 hour
Portfolio Management and Duration Duration: 1 hour
- Determining the client's time horizon
- Determining the client's risk tolerance
- Determining the client's tax rates and implications
- Constructing an appropriate investment approach
Introduction to Portfolio Risk Duration: 1 hour
- Defining duration
- Immunizing a portfolio
- Duration of stocks
- Mixing duration
- Duration and risk
Asset Allocation and Taxation Duration: 1 hour
- Diversification and the different investment vehicles
- Assets, not investments
- Investments as assets
- Picking asset classes
- Choosing an asset mix
- Mutual funds vs. direct investment
- Market timing vs. dollar averaging
- Which investments, which account
- Planning for the next generation
|Licenses / Designations / Educational Credits:
All US States: 4
|About The Provider:
||For over 88 years, The New York Institute of Finance has been helping financial services companies and multinational corporations to learn and to lead.
Taught by best in class industry practitioners, our courses combine academic rigor with an in-depth understanding of how business and finance work in the real world. The New York Institute of Finance understands the financial marketplace because we are part of it!
Whether you are considering taking your career to the next level, enhancing existing skill sets or expanding your personal knowledge base, The New York Institute of Finance can help you achieve these goals.
||Contact Us For More Information
Keywords For This Course: