Portfolio Management Capstone Highlights
You've come a long way as an investor. Take the next step in achieving the skills and trading confidence you've been working toward.
- Identify and build a long-term investment philosophy that matches your time horizon, risk preferences and current life situation.
- Examine your plan for retirement and develop investment strategies to enhance its effectiveness.
- Learn advanced technical analysis tactics that can help you determine how to approach bullish or bearish conditions.
- Improve your ability to dynamically adjust or reallocate your portfolio by tracking the economic cycle, market cycle and business cycle.
- Update your investing plan to match your new trading abilities.
Learn by doing at Experiential Learning Events.
These experiential learning events give you a unique opportunity for hands-on instruction. Put the trading styles you've already studied into action. Apply everything you've learned under the guidance of some of our most accomplished instructors, alongside students as advanced as you are.
Watch a Live Workshop Demo