Foundations

Investment Portfolios: Introduction (LCI1114)


Description
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: Life (36249)
1.0 Insurance Councils of Saskatchewan: Life
1.0 FP Canada: Financial Planning
1.0 CIM/PFP Professional Development

An introduction to investment risk, return and the relationship between the two.

CE Credits: 1 FSRA: 1.0 Financial Services Regulatory Author... ICBC: 1.0 Insurance Council of British Columbi... ICS: 1.0 Insurance Councils of Saskatchewan: ... ICM: 1.0 Insurance Council of Manitoba: Life ... CFP / QAFP: 1.0 FP Canada: Financial Planning CIM / PFP: 1.0 CIM/PFP Professional Development

Content
  • Introduction 0:48
  • Understanding Risk
  • Understanding Risk 2:53
  • Taxes on Returns 1:00
  • Inflation and Purchasing Power 1:39
  • Measuring Performance
  • Approximate Real Rate of Return 1:14
  • Rate of Return of a Single Security 2:50
  • Annualized and Holding Period Return 1:10
  • Arithmetic and Geometric Mean Return 3:23
  • Portfolio Rate of Return 1:12
  • Measuring Price Volatility
  • Variance 0:53
  • Standard Deviation 2:03
  • Beta 2.30
  • Duration 3:13
  • Diversification
  • Diversifying Risk 2:36
  • Correlation 1:38
  • Passive and Active Portfolio Management 2:00
  • Asset Allocation 2:31
  • Fundamental and Technical Analysis 1:42
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever