The Individual Investor
This course deals with characterizing individual investors and identifying their objectives. This course replicates the content from module 2 of Portfolio Management I. 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.
CPE Credits: 1
Program Details (NASBA) View
Program Level | Basic |
Prerequisites | This course has no prerequisites |
Advance Preparation | No advance preparation required |
Recent Revision Date | September 17, 2014 |
Instructional Delivery Method | QAS Self Study |
Field of Study | Management Advisory Services |
Duration : 1 hour
- Five way model
- Risk and the individual investor: an examination of portfolio goals
- Individual vs. institutional investors