Portfolio Management Balancing Emotion, Risk & Finance 2023

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
Homepage
https://www.udemy.com/course/portfolio-management-balancing-emotion-risk-finance-2023/