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Course Description

This course takes you through the steps of how to professionally design, implement and monitor a successful investment portfolio. Start by analyzing the crucial first steps of building an allocation model. Once the allocation model is designed it's time to conduct the necessary due diligence of selecting the appropriate securities. With the asset allocation model now funded we teach you how to monitor the portfolio and make adjustments. The three step procedure will leave everyone with an in-depth understanding of how to incorporate the correct processes to successfully manage an investment portfolio.

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Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens. To inquire about registering for this program please contact the Non-Credit Registration Office at 814-867-4973 or  nc_reg_office@outreach.psu.edu

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