Financial Advisory

SS&C Technologies
Hartford, Connecticut, United States

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' The courses within Financial Advisory teach investment concepts critical to advising individual investors.

Number of Courses: 13 Number of Hours: 21

Courses include the following subjects:
Alternative Investments
Real Assets
Leveraged Buyouts
Venture Capital
Hedge Funds
Derivatives
Exchange Funds
Asset Allocation
Efficient Portfolio
Optimization
Credit Analysis for High Net Worth Individuals
Loan Repayment Analysis
Loan Structure
Personal Financial Statements
Credit Proposal
Performance Measurement
Time-Weighted Returns
Money-Weighted Returns
Dollar-Weighted Returns
Modified Dietz Method
Choosing Equity
Choosing Bonds
Money Market Instruments
Investment Principles
Market Timing Strategies
Lending Against Marketable Securities
Advance Ratio
Loan Monitoring
Managing Client Expectations
Human Behavior and Investing
Biased Preferences
Errors in Judgment
Fear of Regret


...''

Phone:1-800-234-0556

School Address:

80 Lamberton Road
Windsor, CT 06095 USA


Jobs & Resumes: Hartford
Houses & Roommates: Hartford

Search other schools for Financial Advisory training resources.

Accounting
Banking Sales Skills
Fundamental Business Skills
Compliance
Corporate Finance
Credit Risk
Derivatives
Equity Valuation
Finance Basics
Fixed Income
Foreign Exchange
Insurance
Management and Leadership
Trusts and Investments
Trade Finance
Risk Management
Retail and Small Business Banking
Portfolio Management

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