Learn Investment in Milwaukee, Wisconsin

Training courses, certificates, diplomas or degree programs of Investment for students in Milwaukee, WI


Total 89 training courses and degree programs available.

Personal Investments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Milwaukee School of Engineering
Training Center(s)/Venue(s): Milwaukee, United States

This course investigates methods of obtaining, preserving and increasing personal assets. It covers financial planning, personal financial statements, budgeting, taxes, money management, various types of personal debt, housing decisions, various types of personal insurance, and introduction to stock, bond and real estate investing, and retirement and estate planning.

Investment and Portfolio Analysis

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Milwaukee School of Engineering
Training Center(s)/Venue(s): Milwaukee, United States
  V

This course is designed to provide students with a detailed understanding of how to develop, manage and monitor an investment portfolio. Specific topics covered include a historic overview of investment returns, security analysis techniques, investment asset allocation, market efficiency, and modern portfolio theory. The course concludes with an explanation of optimal investment strategies given a particular individual’s age and financial situation.

Technical Financial and Investment Analysis

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Milwaukee School of Engineering
Training Center(s)/Venue(s): Milwaukee, United States
  V

In this course, the knowledge, skills and tools possessed by engineers and other technical professionals are translated to the field of technical financial and investment analysis. This course advances the student’s quantitative, analytical and technical acumen to identify price patterns and trends in financial markets with the intent to capitalize on those patterns. Students will learn how to forecast price movements, employ mathematical transformations, use indicators, and analyze inter-market and intra-market price correlations.

Cost and Capital Investment

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Milwaukee School of Engineering
Training Center(s)/Venue(s): Milwaukee, United States
  V

This course is intended to integrate with the other management courses by providing the techniques for quantifying business decisions and the selection of the best alternative. The course is based on the time value of money concepts and the interest formulas and their use, which include present worth, annual cost and IRR calculations. Topics in the course include alternative analysis, tax concepts, life cycle costs, cash flow analysis, decision trees, risk analysis, capital budgeting, lease/buy decisions and inflation analysis.

REITS

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

This course provides a brief overview of real estate investment trusts (REIT), which offer alternative means of investing away from securities.
There are three basic types of REITs that will be discussed: mortgage, equity, and hybrid. In addition to highlighting their functions and advantages, this course touches on the tax considerations inherent in REITs, and the various tax categories involved.

LEARNING OBJECTIVES:

?Learn about the nature and advantages of real estate investment trusts.
•Identify the three basic types of REITs: mortgage, equity, and hybrid.
•Understand the tax considerations involved in REITs, and the three categories for tax reporting: ordinary income, capital gains, and return of capital.

TOPICS COVERED: .

INTRODUCTION
LESSON 1: Real Estate Investment Trusts (REITS)

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page. .

SEAT TIME:
This course has been approved for 1 hour.

Different Types of Security Investments

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

This course is the perfect sampler plate for anyone seeking a broad overview of security investments. Understanding Different Types of Security Investments identifies seven types of investment products and reviews their variations, how they work, who they work best for, and other considerations that are important to both the financial professionals who sell them, and the investor using them as investment tools.

LEARNING OBJECTIVES:

?Identify cash and cash equivalent products, and their use and purpose to investors.
•Recognize the function of fixed income securities, and how each product acts as an investment.
•Understand the characteristics of equity securities, and their valuation.
•Distinguish the different methods of investment company management.
•Understand the structure and operation of mutual funds.
•Identify what derivative securities are and how they work.
•Recognize the risks and payoffs of international investing.
•Understand the purpose and function of Real Estate Investment Trusts (REITs), and their tax considerations.
•Recognize the function of variable annuities in an investment portf... [Read More]

Investments: International Securities

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

This course covers the risks and rewards faced by investors who chose to invest internationally. When one invests in companies outside of the United States, they must take into consideration various factors such as currency risk, different regulatory and operating policies, and ownership limitations by U.S. investors in certain foreign companies. The course will explore international investment products, review the various types of investments, how they work, who would be a suitable candidate for international investing, and other considerations that are important to both the financial professionals who sell them and the investor using them as investment tools.

Learning Objectives

Upon completion of this course, the student should be able to.
•Distinguish between investments in emerging and developed markets
•Understand the country classifications established by The World Bank
•Define American Depositary Receipts (ADRs) and describe their use and function
•Discuss the currency and political risks faced by investors

This course includes.
•One Lesson
•One Online Final Exam

Investment Analysis

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

This course approaches investments from an analytical point of view, offering outlooks on risk, quantitative evaluation, strategies and portfolio management. Retirement plans and ERISA (Employee Retirement Income Security Act) are also discussed as investment options.

LEARNING OBJECTIVES:
•Learn the quantitative methods to evaluate investment
?Understand the Investment policy and strategy
?Understand the retirement plans and ERISA
?Learn about the risks involved, and how to manage a portfolio

TOPICS COVERED:

•Introduction
•Lesson 1: QUANTITATIVE METHODS TO EVALUATE INVESTMENTS
•Lesson 2 : INVESTMENT POLICY AND STRATEGY
•Lesson 3: RETIREMENT PLANS AND ERISA
•Lesson 4: RISKS
•Lesson 5: PORTFOLIO MANAGEMENT

Investment Risk and Policy

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

This course covers broad issues of investment risk and policy, including economic factors that affect investments. Further, the idea of investment risk is defined and expanded upon, and then applied to the concept of suitability.

LEARNING OBJECTIVES:
•Understand the economic factors affecting investments and investment risks
•Recognize price changes in the economy
•Be familiar with monetary and fiscal policy
•Identify international economic factors
•Learn about the suitability of investments to clients and investment company portfolio/risk characterisitics
•Know the kinds of investment risks and the concept of risk/reward
•Understand the term structure of interest rates
•Be acquainted with the investment objectives of clients
•Understand the financial statuses of clients and the risk tolerance of clients
•Define money market, income, growth, growth/income, aggressive growth bonds, and specialized bonds

TOPICS COVERED:
•LESSON 1: Economic Factors Affecting Investments
•LESSON 2 : Investment Risk Factors
•LESSON 3: Suitability of Investments to Clients
•LESSON 4: Investm... [Read More]

Compliance Issues for Investment Bankers.

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
  V

Investment Banking Broker/Dealers are often small boutique broker/dealers which conduct business as “limited broker/dealers.?These firms do not typically handle customer funds or securities in the same way a traditional brokerage firm would, yet Investment Banking Broker/Dealers are still subject to the same securities rules and regulations imposed by the U.S. Securities Exchange Commission (“SEC?, the National Association of Securities Dealers, Inc. (“NASD? and the various state regulatory jurisdictions, as their larger industry brethren. This often creates unique compliance challenges for the Investment Banking Broker/Dealer. .

This course has been developed to educate Principals and Administrative Staff of Investment Banking Broker/Dealers on these unique compliance challenges and how to address them before they result in inadvertent rule violations. Rule violations, whether intentional or not, often result in disciplinary action being taken by the NASD against the broker/dealer and its principals and may result in fines or suspensions.
.

LEARNING OBJECTIVES:
?Registration requirements for persons engaged in private placement act... [Read More]

Investment Management

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: North Park University
  V

This course studies financial markets, principally equity markets, from an investment decision-making perspective. The course develops a set of conceptual frameworks and analytical tools and applies them to particular investments and investment strategies selected from a wide array of companies, securities, and institutional contexts. The focus is on adding value across the spectrum of decisions ranging from position-taking in particular securities to portfolio risk management to the oversight of professional investment managers. The course explores the competitive dynamics among investment organizations, products, and markets. The role of ethical behavior is incorporated into the study of financial markets, as well as portfolio management. Moral reasoning will be factored into portfolio management as environmental, multinational, and global issues affect it.

Investment Planning

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: DePaul University Continuing and Professional Education
  V

The courses in the e-Financial Planning Certificate Program are designed for anyone pursuing CFP® certification, including professionals in the fields of investment brokerage, insurance, banking, accounting and the law. In addition, professionals from other industries who want to make a career change and are looking for rigorous instruction in financial planning are encouraged to enroll.

Topics
•Security markets and the economic environment
•Investment risk and return
•Modern portfolio theory
•Common stock valuation and performance measurement
•Security analysis
•Features of fixed-income securities
•Valuation and analysis of fixed-income investments
•Derivatives
•Real assets and foreign investments
•Mutual funds and other investments

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