Investment Presentation

  • Course level: Intermediate

What Will I Learn?

  • Know how to approach your client
  • Know how to analyze and fulfill client's goals
  • Know how to manage the risk tolerance
  • Understand the complicated portfolio report

Topics for this course

7 Lessons2h

Private Client and Institutional Clients

Private Client and Institutional Clients00:11:35

Advise Your Clients

Investment Policy Statement


Material Includes

  • 2 Hours self-pace learning video
  • Full presentation notes


  • Basic Knowledge of Financial Analysis
  • Basic Knowledge of Portfolio Management

Target Audience

  • Anyone who needs to make Portfolio Report
  • Anyone who wants to understand more about Portfolio Report