Managing Your Personal Investments by LinkedIn Learning
Learn how to put your money to work for you by investing it. Jane Barratt, a financial advisor, debunks the idea that investing is only for retirement in this course. In fact, wise investing is essential for long-term financial success—and it pays much more than merely saving money.
Jane discusses with you her investment techniques. She deconstructs the market into its five basic components—cash and equivalents, stocks, bonds, funds, and insurance products—as well as the various vehicles through which you can invest these components. She also discusses the necessity of a well-balanced portfolio, risk management, finding value in the market, and gradually strengthening your "money muscles." Learn how to calculate a portfolio's rate of return vs overall market performance. Finally, Jane discusses DIY investing possibilities, when working with an advisor makes sense, and how to minimize pricey investment fees.
Barratt also discusses the importance of a well-balanced portfolio and investing for wealth accumulation (after retirement), as well as the need of a well-balanced portfolio and investing to accumulate money (not just for your nest egg). At the end of each segment, you'll take a quiz to demonstrate your understanding of the topic. Registration is free with a monthly LinkedIn subscription. Not a member yet? Sign up for a one-month trial to get a free seat in the class.
She divides the course into 4 core segments:
- Why Invest?
- What Is Investing?
- How Do I Invest?
- Where to Invest?
Who it’s for: Beginners
Price: Included with the monthly membership
Website: linkedin.com/learning/managing-your-personal-investments
