Portfolio Management: Balancing Emotion, Risk & Finance 2023



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

What you will 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

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.

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Here’s what you’ll learn:

  • Deep dive into the stages of human life and financial planning needs at each stage
  • Understand the 4 C’s of financial needs and the art of managing them
  • Learn milestone-based planning and scientific tracking for achieving goals
  • Gain insights into managing a personal portfolio and the Dos & Don’ts of selecting a financial advisor
  • Discover how emotions impact financial planning and the art of balancing personal mood and investment decisions
  • Get acquainted with various financial instruments and learn to juggle between them for optimum returns
  • Understand the correlation between risk appetite and choosing ideal instruments
  • Learn about the impact of macroeconomic conditions on personal finance
  • Get equipped with the knowledge for smooth transition of wealth through legacy planning

Each 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!

Introduction

Introduction

Financial Planning and Human Life Cycle

Financial Needs at Different Life Stages
Stages of Human Life and Financial Needs
Role of Planning in Meeting Financial Needs

Understanding 4C Concepts in Finance

Understanding Financial Needs
Art of managing financial needs

Milestone based planning

Methods to Meet Financial Needs for Life Milestones
Scientific Tracking for Achieving Financial Goals

Managing Personal Portfolio

How to Manage Personal Portfolio Independently
Dos and Don’ts of Selecting Personal Financial Advisor

How emotions impact financial planning

Identifying Different Moods
Balancing Moods and Investment Decisions

Choosing the Right Financial Instruments

Knowing Financial Instruments for Personal Finance
Juggling Financial Instruments for Optimum Return
Understanding Self Risk Appetite

Managing Financial Risk

Correlating Risk Appetite and Financial Instruments
Understanding the Financial Pyramid

Impact of Macro Economic Conditions on Personal Finance

Understanding Basic Macroeconomics
Financial Decisions Under Changed Economic Scenarios

Legacy Planning Essentials

Impacting Society
Wealth Transition Checklist

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