Investment Process - Building A Portfolio

Course Description

The course aims to provide sufficient financial knowledge for an individual to begin investing on their own. Each stage uses practical examples to help explain financial terminology. Session 1 explores how money is created and the use of capital in economic, business, and market cycles. It also explores the influence of human behavior in investing as well as lessons from financial history. Session 2 discusses how to assess investment opportunities, whether equities, bonds or real estate. Finally, the course explains how to construct a portfolio in order to manage risk and achieve your financial goal.​

 

Session 1

• Money Creation & Its Use

• Role of Financial Markets

• ​Business and Financial Cycles

• Human Psychology & Investing ​​

• Lessons from Financial History

• Key Financial Terms to Know 

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Session 2 

• How an Investment Creates Value

• Measuring Value versus the Price Paid 

• Assessing the Risk taken for a given Return

• How to Manage Risk​​.

• Constructing an Investment Portfolio​

• Comparing Different Types of Investments

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