Wealth Management & Portfolio Strategy

Course Description

Learn comprehensive wealth management techniques and investment strategies.

What will we learn?
  • Portfolio theory and construction Asset allocation strategies Retirement planning Tax optimization techniques Estate planning fundamentals
Author Images
XrepGenius
Digital Marketer

XrepGenius, uses his digital marketing expertise to effectively convey the Personal Financial Security Thinking and Principles course to students. By combining digital strategies and practical approaches to increase financial awareness, he helps students reach their financial goals faster and more effectively.

Course Images
  • LevelMid-Level
  • Languageen
  • ContextXrepGenius
  • Time1600 m
  • Price1299.00 $