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LinkedIn Learning

Managing Your Personal Investments

via LinkedIn Learning

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Overview

Syllabus

Introduction
  • Taking control of your investments
1. Why Invest?
  • Buying options in life
  • Time value of money
  • Compound interest and investing
  • Understanding investments and taxes
2. What Is Investing?
  • Creating an investment roadmap
  • Setting goals and your risk tolerance
  • The five building blocks of the stock market
  • Cash and equivalents in your portfolio
  • Utilizing bonds in your portfolio
  • Investing in stocks
  • Investing in funds and ETFs
  • Insurance products investments
3. How Do I Invest?
  • Managing risk
  • Building a balanced portfolio
  • Identifying market value
  • Building money muscles
  • Measuring your progress
4. Where to Invest?
  • The spectrum of investing
  • Managing your investments
  • Advisor options
  • New player options
Conclusion
  • Becoming a confident investor

Taught by

Jane Barratt

Reviews

4.8 rating at LinkedIn Learning based on 1873 ratings

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