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Managing Your Personal Investments

via LinkedIn Learning

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Learn your investment options and how to create your own intelligent investment plan.

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 1529 ratings

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