Portfolio Management and Duration

Price: $ 60.00 (USD)
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You will receive 1 credit (CE) upon completion of this course.

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Course Description

This course covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies.
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Course Outline

- Defining duration
- Immunizing a portfolio
- Duration of stocks
- Mixing duration
- Duration and risk
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More Information

Language English
Course Length 1.00 hours
Duration of Access 91 Days
Continuing Education Credits 1
Instructor Self Study
Vendor New York Institute of Finance
Course Certification Certificate of completion with NASBA CPE Credits
Prerequisites/Audience New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, portfolio managers and other Product Specialists requiring an in-depth overview of wealth management, and individuals working in the finance arena
Requirements/Materials Included none
Price: $ 60.00 (USD)
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