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Coaching Course:Investment Analysis for Your Clients

 Coaching Course:Investment Analysis for Your Clients
Udemy Course  Coaching Course:Investment Analysis for Your Clients | NED
Coaching Course:Investment Analysis for Your Clients 5.0 (1 rating) Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability

What you'll learn
  • List down a few ways you can help your client to grow their money while maintaining a professional relationship with your clients
  • Classify the different methods of growing your client’s money into low/mid/high risk
  • Choose your objectives and match it with your client’s risk profile
  • Compare the different risk-adjusted returns for the instruments you have selected
  • Evaluate news articles and learn how to interpret the news and how to use charts to advice your clients
  • Create an investment plan for your clients
 Description

**This coaching course combines online learning with face-to-face skills coaching sessions conducted in small groups in Singapore.

This course aims to enable you will learn how to identify different ways to grow your client’s money and understand more about your client’s risk profile. Through engaging and meaningful hands-on activities, you will be able to understand more about the different cycles of booms and busts and learn how they can be applied in reality. You will also understand more about human behavior during market cycles and learn how to help your client to navigate through the complex financial jargon and gain their trust.
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