Portfolio Management: Balancing Emotion, Risk & Finance 2023

Master financial planning: Manage your portfolio, navigate risks, and balance emotions in investments

What you'll learn

Master the art of financial planning and understand how to balance emotions and risks in portfolio management

Gain insights into milestone planning, personal portfolio management, and the impact of macroeconomic conditions.

Learn to select the right financial instruments, manage financial risk, and plan for a smooth transition of wealth

Understand the financial life cycle, the role of emotions in financial planning, and how to make informed investment decisions

Requirements

No previous experience required

Description

Discover the art of balancing emotions, risk, and finance in Portfolio Management. This course is tailored to equip you with the tools and knowledge to navigate the complexities of financial planning and portfolio management.Are you wondering how to manage your portfolio effectively? How to mitigate risks and understand the emotional aspects of investment decisions? This course will provide you with the answers to these questions and more.Portfolio Management: Balancing Emotion, Risk & Finance is an in-depth guide to understanding and managing your financial life cycle. We delve into the 4 C's of financial needs, milestone-based planning, managing personal portfolios, the impact of emotions on financial planning, choosing the right financial instruments, managing financial risk, understanding the macroeconomic conditions, and legacy planning.Whether you're an individual preparing for retirement or an institution strategizing for future needs, this course will guide you through the process of selecting the best investment options tailored to your specific needs, all while minimizing risk and maximizing returns.Here's what you'll learn:Deep dive into the stages of human life and financial planning needs at each stageUnderstand the 4 C's of financial needs and the art of managing themLearn milestone-based planning and scientific tracking for achieving goalsGain insights into managing a personal portfolio and the Dos & Don'ts of selecting a financial advisorDiscover how emotions impact financial planning and the art of balancing personal mood and investment decisionsGet acquainted with various financial instruments and learn to juggle between them for optimum returnsUnderstand the correlation between risk appetite and choosing ideal instrumentsLearn about the impact of macroeconomic conditions on personal financeGet equipped with the knowledge for smooth transition of wealth through legacy planningEach section of the course is filled with practical examples and challenges to reinforce your learning. The course is interactive, engaging, and designed to deliver an optimal training experience for you.We offer an unconditional 30-day money-back guarantee. No risk for you. We are confident that you will find the content of the course excellent and beneficial.Don't wait—enroll now and master the art of portfolio management! Equip yourself with these skills and set yourself apart from the crowd. Start learning today!

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Financial Planning and Human Life Cycle

Lecture 2 Financial Needs at Different Life Stages

Lecture 3 Stages of Human Life and Financial Needs

Lecture 4 Role of Planning in Meeting Financial Needs

Section 3: Understanding 4C Concepts in Finance

Lecture 5 Understanding Financial Needs

Lecture 6 Art of managing financial needs

Section 4: Milestone based planning

Lecture 7 Methods to Meet Financial Needs for Life Milestones

Lecture 8 Scientific Tracking for Achieving Financial Goals

Section 5: Managing Personal Portfolio

Lecture 9 How to Manage Personal Portfolio Independently

Lecture 10 Dos and Don'ts of Selecting Personal Financial Advisor

Section 6: How emotions impact financial planning

Lecture 11 Identifying Different Moods

Lecture 12 Balancing Moods and Investment Decisions

Section 7: Choosing the Right Financial Instruments

Lecture 13 Knowing Financial Instruments for Personal Finance

Lecture 14 Juggling Financial Instruments for Optimum Return

Section 8: Legacy Planning Essentials

Lecture 15 Impacting Society

Lecture 16 Wealth Transition Checklist

Individuals looking to understand and manage their personal finances effectively,Financial advisors or consultants seeking to enhance their portfolio management skills,Finance students or recent graduates aiming to deepen their understanding of portfolio management,Anyone interested in learning about financial planning, risk management, and the emotional aspects of investment decisions