The Individual Investor - Online

This module deals with characterizing individual investors and identifying their objectives.

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.

Available TodayOnlineUSD$60
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
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.
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
"The quality of the material was easy to follow and very helpful."
  • The Institutional Investor - Online
  • Money Markets and Portfolio Management - Online
  • Managing Portfolios with Bonds - Online
  • Managing Portfolios with Equities - Online
  • Investor Profiling - Online
    • The Individual Investor
    Topics covered include:
    • Five way model
    • Risk and the individual investor: an examination of portfolio goals
    • Individual vs. institutional investors
    Duration: 1 hour

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