- Subject: Investment
- Fees: $300
- CPD: 8 Hours
- Prerequisites: Basic Accounting
- Advance Preparation: None
- Course Level: Intermediate
- Delivery Method: E-Learning
- Language: English
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, and maximizing assets are discussed.
What you will learn
- Develop your investment goals
- Manage risk in your investments
- Allocate your assets in the manner that is best for you
- Locate and use several different sources of investment information to trade securities
- Understand how difficult it is to beat the market
- Identify and describe the primary, secondary securities markets, and cryptocurrencies
- Trade securities using a broker
