Microcredential in
Basic Investment Portfolio Analysis
Registration is completed with SUNY Potsdam.
SUNY Potsdam
Online
Online
Delivery
2 Semesters
Estimated time to complete
10.3 CEUs
Continuing education units
$2,400.00
Estimated cost*
What you'll learn
This microcredential provides students with a foundational understanding of key investment concepts, including diversification, P/E ratio analysis, the trade-off between perceived risk and expected return, beta analysis, the time value of money, and portfolio construction. You will explore specific investment vehicles such as publicly traded stocks, bonds, real estate, and the basics of options and futures. Putting new skills to work, a capstone project will have you prepare a personal retirement plan, building and defending a retirement portfolio. Successful completion of this microcredential prepares you for continued study and also readies you to apply for positions such as financial analyst, portfolio assistant, investment advisor, or retirement planning consultant.
An online microcredential from SUNY Potsdam (10.3 CEUs). Registration is completed with SUNY Potsdam.
Prerequisites: High school diploma or equivalent
Who can enroll
Ages 18 and up.
Upcoming sections
Section 1:
Open
What you can earn
Basic Investment Portfolio Analysis Microcredential (Digital Badge)
Skills covered
Diversification (Investing)
Financial Analysis
Financial Statement Analysis
Futures Exchange
Investment Concepts
Investments
Portfolio Construction
Ratios Analysis
Real Estate
Retirement Planning
Risk Management
Stocks (Finance) Time Value of Money
Working Capital
Funding opportunities
You may be able to pay for this course with the funding below. Each program decides who qualifies.
WIOA Individual Training Account (WIOA)
Federal Workforce Innovation and Opportunity Act funding, through your local career center.
Who qualifies: Adults and dislocated workers approved by a New York career center.
* Estimated cost
Each campus will confirm final costs.