Investment Planning

COURSE DESCRIPTION

Investment is using money to purchase assets in the hope that the asset will generate income or appreciate over time.

By taking into account your risk tolerance, diversification, and asset allocation, an investment plan could be designed to help you decide how much to invest in stocks, bonds, cash, and real estate in order to maximize your returns. It would also help you choose amongst the broad range of investments available.

An investment plan is part of a comprehensive financial plan that maps out an investing strategy to help you meet your long and short-term goals, such as retirement or buying a house.

LEARNING OUTCOMES

At the end of the course, you would be able to understand:-

• Investment Environment.
• Investment Goals.
• Investment Strategies.
• Diversification.
• Steps in Investment Planning.