Course: Learn the fundamental principles of personal financial management, including a broad overview of equities, bonds, 401(K) plans and key steps to strategic investing. Lessons include how to custom tailor a Strategic Asset Allocation model to fit your personal objectives.The course begins with a series of pre-essential, on-demand lessons covering basic concepts and terminology to help maximize class time with the instructor. The course is 30 hours of classroom instruction with interactive lab exercises in a hands-on learning environment.
eXtended Learning Track (XLT): Reinforce your learning online where instructor and students engage in live sessions. The instructor uses the Strategic Investor Model Portfolio to demonstrate how to apply what is learned in class. In XLT 2-hour sessions, students will explore approaches to rebalancing their portfolio with the goal to minimize undue market risk. Sessions include the application of deeper concepts involved with self-directed investments focused on 401(k), Individual Retirement Accounts (IRA), plus alternative investment vehicles. All sessions are recorded for future access.