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Interested in learning more about how your investments actually work? In this course, Jane Barratt focuses on practical, actionable investment strategies that can help busy professionals improve their portfolio and personal net assets on an ongoing basis. Jane builds upon basic investment concepts, equipping you with the knowledge and skills you need to make your money work for you. Key topics covered throughout the course include risk (and how it changes over your life), how to define an investment strategy that's right for you, asset classes and how they can fit together, how to decode your account statements, and specific to-dos that can help you move your investments forward.
DISCLAIMER: The advice information provided in this course is general advice only. It has been prepared without taking into account your objectives, financial situation, or risk tolerance. The course is not intended to give investment advice, but instead to communicate basic information to help viewers understand the basics of the topic presented. For investment advice, you should seek advice guidance from your own trusted independent financial advisor.
Course Transcript
Do you understand your investments? How do you feel about them? Would you like to know more about where you've put your money and what to expect? Investing is a lifelong journey. You've worked hard to make your money, now you need to make your money work for you. But sometimes your investment acumen isn't in line with where you are on your money journey. I want to help you fix that. I'm Jane Barratt, an investment advisor and advocate for financial health. Financial independence comes when your money is working for you, meaning you have passive income streams. Developing your investment acumen is a step in the right direction towards making your money work for you. Let's dive in and see how this LinkedIn Learning course can help you on your lifelong investment journey to financial independence.
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FILE LIST
Filename
Size
01.Introduction/01.01.Start investing.mp4
15.8 MB
01.Introduction/01.01.Start investing.srt
1.5 KB
01.Introduction/01.02.Get an investment mind-set.mp4
15.4 MB
01.Introduction/01.02.Get an investment mind-set.srt
4.7 KB
02.Investing for Life/02.03.How investing buys options.mp4
14.4 MB
02.Investing for Life/02.03.How investing buys options.srt
4.1 KB
02.Investing for Life/02.04.Manage your risk over time.mp4
17.2 MB
02.Investing for Life/02.04.Manage your risk over time.srt
5.2 KB
02.Investing for Life/02.05.Self-directed or managed account.mp4
15.2 MB
02.Investing for Life/02.05.Self-directed or managed account.srt
5.9 KB
03.Why Build Your Investment Acumen/03.06.Goal setting for short and long term.mp4
14.3 MB
03.Why Build Your Investment Acumen/03.06.Goal setting for short and long term.srt
5.1 KB
03.Why Build Your Investment Acumen/03.07.Live with opportunity cost.mp4
17.9 MB
03.Why Build Your Investment Acumen/03.07.Live with opportunity cost.srt
4.6 KB
03.Why Build Your Investment Acumen/03.08.Investments and assets on the risk spectrum.mp4
15.8 MB
03.Why Build Your Investment Acumen/03.08.Investments and assets on the risk spectrum.srt
5.3 KB
04.Move Your Investment Life Forward/04.09.Investment accounts and tools.mp4
17 MB
04.Move Your Investment Life Forward/04.09.Investment accounts and tools.srt
5.4 KB
04.Move Your Investment Life Forward/04.10.Define and optimize your strategy.mp4
12 MB
04.Move Your Investment Life Forward/04.10.Define and optimize your strategy.srt
5.4 KB
04.Move Your Investment Life Forward/04.11.Allocating your money.mp4
15.6 MB
04.Move Your Investment Life Forward/04.11.Allocating your money.srt
4.9 KB
04.Move Your Investment Life Forward/04.12.Budgets Save and grow.mp4
18.5 MB
04.Move Your Investment Life Forward/04.12.Budgets Save and grow.srt
5.2 KB
04.Move Your Investment Life Forward/04.13.How to select an advisor.mp4
15.5 MB
04.Move Your Investment Life Forward/04.13.How to select an advisor.srt
4.5 KB
05.Read Your Statements and Measure Progress/05.14.Understand account statements.mp4
13.7 MB
05.Read Your Statements and Measure Progress/05.14.Understand account statements.srt
5 KB
05.Read Your Statements and Measure Progress/05.15.Track progress vs. goals.mp4
12.6 MB
05.Read Your Statements and Measure Progress/05.15.Track progress vs. goals.srt
5 KB
05.Read Your Statements and Measure Progress/05.16.Track progress vs. indices and public data.mp4
15.6 MB
05.Read Your Statements and Measure Progress/05.16.Track progress vs. indices and public data.srt
4.9 KB
06.Stay on Track What Are Your To-Dos/06.17.Calculate fees Follow the money.mp4
17.7 MB
06.Stay on Track What Are Your To-Dos/06.17.Calculate fees Follow the money.srt
5.6 KB
06.Stay on Track What Are Your To-Dos/06.18.Annual investing to-dos.mp4
13.1 MB
06.Stay on Track What Are Your To-Dos/06.18.Annual investing to-dos.srt
4.4 KB
06.Stay on Track What Are Your To-Dos/06.19.Revisit your property strategy.mp4
17 MB
06.Stay on Track What Are Your To-Dos/06.19.Revisit your property strategy.srt
5.5 KB
06.Stay on Track What Are Your To-Dos/06.20.What to do in a downturn.mp4
18.1 MB
06.Stay on Track What Are Your To-Dos/06.20.What to do in a downturn.srt
5.3 KB
06.Stay on Track What Are Your To-Dos/06.21.Keep your advisor or money manager relationship fresh.mp4
16.6 MB
06.Stay on Track What Are Your To-Dos/06.21.Keep your advisor or money manager relationship fresh.srt
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