Loading...

Course Description

Choosing the right asset allocation path is a challenge, given the need to diversify, account for fees, and plan for savings goals such as retirement. In this lesson, you will explore methods to determine how much you should invest in classes of assets. You'll be provided with a spreadsheet tool to experiment with different allocations, building the skills you need to feel confident in your decisions.

Benefits to the Learner

  • Determine the appropriate selection of asset classes to meet your financial goals
  • Calculate the impact of fees and inflation on your investment
  • Compare commercially available options for retirement savings
Loading...
Enroll Now - Select a section to enroll in
Type
self-paced (non-instructor led)
Dates
Mar 31, 2023 to Dec 31, 2030
Total Number of Hours
1.0
Course Fee(s)
Regular Price $0.00
Required fields are indicated by .