The Individual Investor - OnlineThis introduction to portfolio management theory lays out the different types of investor characteristics and their implications for portfolio construction. This course replicates the content from lesson 2 of Portfolio Management I - Online This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.
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| Available Today | Online | USD$60 |  | | |
Instructional Method:
Self-Study
|  | | | Level: Basic |  | | | CPE Credits:
 1 |  |
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| Junior portfolio managers, money managers, research analysts, client services staff, consultants, individual and institutional investors, private bankers and financial advisors, research staff members of pension boards and plan sponsors. |
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Students will be able to:- Apply the Five-Way Model to analyze and understand prospective clients and their needs
- Help individuals determine how much risk they can assume by examining portfolio goals
- Compare traits of individual and institutional investors
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The Individual Investor- Five way model
- Risk and the individual investor: an examination of portfolio goals
- Individual vs. institutional investors
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