CBEX

Investment Planning


Description
This course helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate. A broad range of investment products are covered, such as: fixed income investments; equities; derivatives; pooled investments; and alternative investments.
Content
  • Video Lecture
  • Managing Capital Gains
  • The Nitty-Gritty Details of Income Tax Basis
  • Planning Techniques in a Volatile Market & Low Interest Rate Environment
  • PPT Deck
  • Managing Capital Gains
  • The Nitty-Gritty Details of Income Tax Basis
  • Planning Techniques in a Volatile Market & Low Interest Rate Environment
  • Final Exam
  • FInal Exam
Completion rules
  • All units must be completed