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Description of  Investment And Wealth Management

Published 3/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 193.57 MB | Duration: 0h 55m Investment and wealth Management What you'll learn Module 1 introduces you to the essence of investing, exploring various investment types, including stocks, bonds, and mutual funds, and underscores the importan In Module 2, we dive deeper into managing risks and constructing a robust investment portfolio. You'll understand different investment risks, the principles of Module 3 focuses on practical investment strategies and the tax implications of your investments. Discover the benefits of dollar-cost averaging and index inves Module 4 prepares you for future financial planning, including retirement and estate planning, and teaches you to avoid common investment pitfalls. This module Requirements No requirement Description Embark on a transformative journey with our comprehensive course, designed to empower beginners with the fundamentals of investing and wealth management. Spanning four detailed modules, this course meticulously covers every aspect necessary for building a solid financial foundation.Module 1 introduces you to the essence of investing, exploring various investment types, including stocks, bonds, and mutual funds, and underscores the importance of wealth management. You'll learn the difference between investing and saving, the power of compounding returns, and the critical role of diversification in your investment strategy.In Module 2, we dive deeper into managing risks and constructing a robust investment portfolio. You'll understand different investment risks, the principles of diversification, and how to align your portfolio with your financial goals and risk tolerance through strategic asset allocation.Module 3 focuses on practical investment strategies and the tax implications of your investments. Discover the benefits of dollar-cost averaging and index investing, and learn how to optimize your investment returns while minimizing tax liabilities.Finally, Module 4 prepares you for future financial planning, including retirement and estate planning, and teaches you to avoid common investment pitfalls. This module equips you with strategies for thoughtful financial planning and decision-making, ensuring a secure financial future.Whether you're aspiring to gain financial literacy, manage your investments, or plan for retirement, this course offers the knowledge and tools to achieve your financial goals confidently. Overview Section 1: Introduction Lecture 1 Introduction Lecture 2 Stocks Lecture 3 Bonds Lecture 4 Mutual Fund Lecture 5 ETF Lecture 6 Real Estate Lecture 7 Crypto Currency Section 2: Module 2 Intro Lecture 8 Introduction Lecture 9 Market Risk Lecture 10 Credit Risk Lecture 11 Liquidity Risk Lecture 12 Diversification Lecture 13 Asset Allocation Lecture 14 Asset Allocation Types Lecture 15 Portfolio Monitoring Lecture 16 Rebalancing Lecture 17 Conclusion Section 3: Investment Strategies and Tax Implications Lecture 18 Introduction Lecture 19 Dollar Cost Averaging Lecture 20 Index Investing Lecture 21 Accounts Lecture 22 Investment Strategies Lecture 23 Holding Lecture 24 Tax Introduction Lecture 25 Tax Loss Harvesting Lecture 26 Conclusion Section 4: Planning for the Future and Avoiding Mistakes Lecture 27 Introduction Lecture 28 Retirement Planning Lecture 29 Estate Planning Lecture 30 Common Mistakes Lecture 31 Tips Lecture 32 Summary