Smart Money: Managing Your Portfolio
About this course
Across three courses, you’ll explore traditional investments, land and real estate as alternatives, and annuities as insurance-based tools for managing longevity risk and income stability. Using real-world scenarios, case studies, and expert insights, learners develop judgment around portfolio construction, asset diversification, and retirement income tradeoffs. Designed for aspiring and current financial professionals, retirement planners, and informed consumers, this specialization emphasizes evaluation and decision-making over product promotion.
82/100
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- Who stands behind it
- 35/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- Evaluate traditional investment options and their role in portfolio construction
- Assess real estate and land investments as alternative asset classes
- Analyze annuities as tools for managing longevity risk and retirement income stability
- Apply asset diversification principles across different investment types
- Make informed decisions about retirement income tradeoffs using case studies and scenarios
Course objectives
- Develop judgment around portfolio construction and asset allocation
- Understand the role of traditional investments, real estate, and annuities in financial planning
- Build evaluation skills for retirement income strategies
- Apply decision-making frameworks to real-world investment scenarios
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