Undergraduate Certificate in Investment Strategy and Retirement
-- ViewingNowThe Undergraduate Certificate in Investment Strategy and Retirement is a comprehensive course designed to equip learners with essential skills for career advancement in the financial services industry. This certificate program focuses on investment strategies, retirement planning, and wealth management, making it highly relevant in today's aging population context.
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⢠Investment Principles: Understanding fundamental investment concepts, including risk and return, modern portfolio theory, and asset pricing models.
⢠Financial Markets: Overview of financial markets, including money markets, bond markets, stock markets, and derivative markets.
⢠Retirement Planning: Introduction to retirement planning, including personal financial planning, income needs in retirement, and Social Security and pension benefits.
⢠Investment Vehicles: Analysis of various investment vehicles, including individual securities, mutual funds, exchange-traded funds (ETFs), and annuities.
⢠Portfolio Management: Techniques for managing investment portfolios, including diversification, rebalancing, and tax-efficient strategies.
⢠Investment Strategies: Analysis of various investment strategies, including value investing, growth investing, and income investing.
⢠Behavioral Finance: Overview of behavioral finance, including cognitive biases and their impact on investment decisions.
⢠Retirement Income Planning: Strategies for generating retirement income, including systematic withdrawals, annuitization, and reverse mortgages.
⢠Estate Planning: Introduction to estate planning, including wills, trusts, and estate taxes.
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