Learn The Keys To Successful Asset Management!

What Is Asset Management?

Asset management is the professional management of investments and financial assets on behalf of individuals, companies, or institutions to help them achieve their financial goals.

At its core, asset management involves: managing money and investments such as stocks, bonds, real estate, and other assets to grow wealth over time.What You'll Learn:By taking this training program, you will learn how a clients' financial goals translate into their investment policy statements and inform investment decisions, what it means to be a prudent investor, and how financial and non-financial assets work together.

You will learn how apply approaches to interpret and restate clients' wealth strategies by drawing from their financial plan documents, to evaluate inheritors' financial goals, legal structures, and assets in order to develop a holistic post-inheritance investment portfolio management strategy, and develop an understanding of the unique characteristics of nonfinancial assets and alternative investments to enable you to deliver holistic advice and service.

The 15 modules in this training program cover:

• Introduction to Investment Management
  
• Economics and Markets
  
• Importance of Proper Titling of Assets and Regular Titling Reviews
  
• Asset Allocation and Diversification
  
• Investment Policy
  
• Investment Products
  
• Bond Selection and Analysis
  
• Stock Selection and Analysis
  
• Alternative Investment Products
  
• Developing a Personalized Wealth Management Strategy
  
• Investment Strategies for Inherited Wealth
  
• Prudent Portfolio Management
  
• A Deeper Dive into Non-Financial Assets
  
• Applied Behavioral Finance
  
• Understanding and Explaining Investment Performance

You have 6 months to complete the course and gain your printable certificate. Course Length: 9 hours