Course curriculum

    1. Agenda

    1. Managing Individual Portfolios & Strategic Asset Allocation

    1. Pre-assessment

    1. SSA 1 Overview

    2. SSA 2 - The Investment Setting and Portfolio Management

    3. SSA 3 - The Investment Policy Statement

    4. SSA 4 - Strategies Asset Allocation

    5. SSA 5 - Case Study 1-4

    6. SSA 6 - Case Study 5

    7. SSA 7 - Answers to Case Study 1-4

    8. SSA 8 - Answers to Case Study 5

    1. Post-assessment

    1. Evaluation

About this course

  • Free
  • 13 lessons
  • 0 hours of video content