Wealth Management : Intermediate
What you'll learn
- Learn about equities, bonds, mutual funds, real estate, and precious metals with their risk-return profiles
- Learn to allocate assets based on financial goals, risk tolerance, and market conditions for better portfolio performance.
- Evaluate mutual funds, understand their structures, and create a diversified portfolio for different investor needs.
- Analyze bond yields, durations, and equity valuation using P/E ratio, DCF, and other fundamental metrics.
Requirements
- No prior experience is required, but basic financial awareness, an interest in investing, and access to a calculator or spreadsheet for valuations can be helpful.
Description
Are you eager to build a strong investment portfolio but don’t know where to begin? This course is designed to provide a comprehensive understanding of key investment concepts, including asset classes, asset allocation, mutual funds, and investment valuation. Whether you're an aspiring wealth manager or an investor looking to improve your knowledge, this course will give you the tools and strategies to make informed investment decisions.
You will begin by understanding the fundamentals of different asset classes such as equities, bonds, mutual funds, real estate, and precious metals, and learn their unique risk-return profiles. You’ll also master asset allocation strategies to create diversified portfolios that align with different financial goals and risk tolerance levels.
The course will take you through the nuances of mutual funds, helping you evaluate and select the right funds for your portfolio. You’ll also learn how to value bonds and equities using key financial metrics like yield analysis, duration-based calculations, and the price-to-earnings ratio (P/E ratio).
This course is perfect for beginners, investors, and aspiring wealth managers who wish to develop a practical understanding of portfolio construction and investment analysis.
If you’re just starting, we recommend first completing our Wealth Management Basics course to build a strong foundation in financial planning and client relationship management. From there, dive into this course to take your investment knowledge to the next level.
Take control of your financial future by building a diversified and well-balanced portfolio—enroll now!
Who this course is for:
- This course is for aspiring investors, wealth managers, financial advisors, and anyone looking to understand asset classes, asset allocation, mutual funds, and investment valuation. It is ideal for beginners seeking financial literacy and professionals wanting to enhance their portfolio management skills.
Instructor
- 4.6 Instructor Rating
- 10 Reviews
- 23 Students
- 6 Courses
Mr. Sujoy Das, co-founder of OAWA, Ex-Head-Fixed Income at Invesco Asset management, has over 25 years of experience in Fixed- Income and currency markets. Managed funds for both domestic and offshore funds. In 2005 and 2012, he was featured amongst the top debt fund managers in the country in a survey conducted by Business Today