Courses > Spanish Courses > Dinero 401: Desarrollo de un Plan de Inversión - (Develop an Investment Plan)
Dinero 401: Desarrollo de un Plan de Inversión - (Develop an Investment Plan)
Description
Participants who attend this course will gain a basic level of knowledge on investing strategies, which will enable them to build and better manage an investment portfolio.
Audience
A course taught in Spanish and recommended for those who desire a greater ability to make informed investment decisions. It is recommended that students attend Dinero 101, Dinero 201, and Dinero 301 prior to taking this course.
Materials
Each participant will receive a 45-plus page workbook, which reviews each topic covered, and provides resources and a glossary for future use.
Duration
2 hours
Learning Outcomes
 | Recognize five sources of risk that are prevalent when investing and how to manage each. |
| Evaluate levels of risk and return for various investments. |
| Determine which types of investments match one's objectives. |
| Diversify, allocate, and rebalance assets in an investment portfolio.
Review and apply key investment terms. |
| Discover essential investing guidelines and common mistakes to avoid. |
| Develop an investment plan for all financial goals.
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