5 Reviews
Introduces stock market mechanics, terminology, and foundational trading/investing strategies.
Analyzes bond markets, yield curves, and strategies for fixed-income portfolio optimization.
Explores ETF/Index Fund structures, benefits, and passive vs. active investing approaches.
Tools and frameworks for identifying, measuring, and mitigating financial and operational risks.
Applies MPT principles to balance risk-return tradeoffs and construct diversified portfolios.
Integrates Environmental, Social, and Governance criteria into investment analysis and decision-making.
Covers non-traditional assets (e.g., private equity, real estate) for diversification and returns.
Teaches advisors to recognize client biases and improve financial decision-making guidance.
Strategies for tax optimization, wealth preservation, and income planning for affluent retirees.
Methods to minimize tax liabilities through smart asset location, harvesting, and structuring.
Balancing leverage for growth while avoiding over-indebtedness in personal/business finance.
Helps individuals overcome cognitive biases in saving, spending, and investment decisions.
Interpreting balance sheets, income statements, and cash flows to assess corporate health.
Valuation, due diligence, and integration strategies for successful M&A transactions.
Calculating hurdle rates, NPV, IRR, and optimizing capital allocation for projects.
Methods (VC, DCF, comparables) to value early-stage companies and assess scalability.
Foundational course on psychological biases influencing financial markets and decisions.
How perception of risk/reward shapes investor behavior and market dynamics.
Identifying and mitigating biases like overconfidence, anchoring, and herd mentality in portfolios.
Examines irrational market trends (e.g., bubbles, crashes) and their behavioral drivers.
$ 249.00
$ 449.00
$ 199.00
$ 349.00
$ 899.00
$ 699.00
$ 1,199.00
$ 599.00
$ 399.00
$ 299.00
$ 179.00
$ 499.00
$ 1,299.00
$ 749.00
$ 279.00
$ 329.00
