- Date: $300
- CPD: 8 Hours
- Subject: Investment
- Language: English
- Difficulty: Intermediate
- Platform: Zoom/E-Learning
What you'll learn
- Develop your investment goals
- Manage risk in your investments
- Allocate your assets in the manner that is best for you
- Understand how difficult it is to beat the market
- Identify and describe the primary, secondary securities markets, and cryptocurrencies
Course description
The course is aimed to assist insurance intermediaries with investment planning for their clients. Investment concepts of financial planning, goal setting, investment tools, tax saving and maximizing assets are discussed.
