Developing Investment Acumen
55mBeginner2018-12-07
Authors
Jane Barratt
Chief Advocacy Officer at MX Technologies, Inc.
Course details
Interested in learning more about how your investments actually work? In this course, Jane Barratt focuses on practical, actionable investment strategies that can help busy professionals improve their portfolio and personal net assets on an ongoing basis. Jane builds upon basic investment concepts, equipping you with the knowledge and skills you need to make your money work for you. Key topics covered throughout the course include risk (and how it changes over your life), how to define an investment strategy that's right for you, asset classes and how they can fit together, how to decode your account statements, and specific to-dos that can help you move your investments forward.
DISCLAIMER: The advice information provided in this course is general advice only. It has been prepared without taking into account your objectives, financial situation, or risk tolerance. The course is not intended to give investment advice, but instead to communicate basic information to help viewers understand the basics of the topic presented. For investment advice, you should seek advice guidance from your own trusted independent financial advisor.
Learning objectives
Identify the class of investments with the highest risk.
Explain the type of attitude to maintain in regards to risk.
Recall the information typically not included in an account statement.
Calculate the percentage of a management fee when provided the number of basis points.
Recognize the types of assets to unload during a downturn.
DISCLAIMER: The advice information provided in this course is general advice only. It has been prepared without taking into account your objectives, financial situation, or risk tolerance. The course is not intended to give investment advice, but instead to communicate basic information to help viewers understand the basics of the topic presented. For investment advice, you should seek advice guidance from your own trusted independent financial advisor.
Learning objectives
Identify the class of investments with the highest risk.
Explain the type of attitude to maintain in regards to risk.
Recall the information typically not included in an account statement.
Calculate the percentage of a management fee when provided the number of basis points.
Recognize the types of assets to unload during a downturn.
Skills covered
Personal FinanceLearningProfessional Development
Concepts
0. Introduction
- 01 - Start investing
- 02 - Get an investment mind-set
1. Investing for Life
- 03 - How investing buys options
- 04 - Manage your risk over time
- 05 - Self-directed or managed account
2. Why Build Your Investment Acumen
- 06 - Goal setting for short and long term
- 07 - Live with opportunity cost
- 08 - Investments and assets on the risk spectrum
3. Move Your Investment Life Forward
- 09 - Investment accounts and tools
- 10 - Define and optimize your strategy
- 11 - Allocating your money
- 12 - Budgets - Save and grow
- 13 - How to select an advisor
4. Read Your Statements and Measure Progress
- 14 - Understand account statements
- 15 - Track progress vs. goals
- 16 - Track progress vs. indices and public data
5. Stay on Track - What Are Your To-Dos
- 17 - Calculate fees - Follow the money
- 18 - Annual investing to-dos
- 19 - Revisit your property strategy
- 20 - What to do in a downturn
- 21 - Keep your advisor or money manager relationship fresh
Conclusion
- 22 - Next steps