Course
Conservative Investing
Name
CSP-4000IV2
Overall Quality of This Course
★★★★★
Based on 25 student surveys.
Available Classes
Not currently offered.
Intended Audience
Anyone interested in learning how to invest conservatively.
Description
Are you ready to discover the principles of conservative investing? You will learn about the fundamental aspects of investing, such as volatility, market cycles, and the various classes of securities, while highlighting how to construct an asset allocation model to manage exposure to risk. This course is not designed to give specific solutions to individual needs.
Course Objectives
- Understand the risks associated with investing,comprehend modern financial terminology, examine the spectrum of asset classes, determine your personal risk tolerance, and learn how to construct a suitable portfolio.
Outline of Instruction
- What is conservative investing?
- The history of the markets.
- Market cycles from Bulls to Bears.
- Five well-known Wall Street myths.
- Common investing mistakes.
- Equities, fixed income, and cash.
- Asset allocation modeling.
Contact Hours
4
CEU's
No
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
Text and Supplies Needed
Clinical Site/Special Facilities
Requirements for Successful Completion of this Course
- Attendance 90% or above
- Participation
Accreditation/Special Approval Requirements
Intended Audience
Anyone interested in learning how to invest conservatively.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
Course Contact Information
Courtney Boney
crboney@waketech.edu
919-532-5581