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Investment Policy Statements & Portfolio Risk
Financial Planning Concepts
4.7(9)
127 Courses•5394 Reviews
Program Summary
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About this course
Building an investment portfolio is a tough job. You have to balance the client’s financial goals with their personal financial situation and risk tolerance. This all starts with an investment policy statement (IPS). However, what does a good IPS look like? What does it consist of? And how has portfolio management changed in more recent times? Through case studies and real-world examples, we will explore how to create IPSs for clients, as well as how portfolio management has evolved over time.
Field of Study: Finance
This course includes:
schedule1 hour on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Jan 13, 2023
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
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