- Type Certification
- Level Advanced
- Time Weeks
Investment Concepts
Issued by
Northern Arizona University
Earners of this badge will develop knowledge about a tax-efficient diversified portfolio considering risk preferences, investment strategies, and alternative investments with focus on corporate financial analysis and selection of long-term projects for firm value maximization.
- Type Certification
- Level Advanced
- Time Weeks
Earning Criteria
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1. Explain the uses and taxation of investment vehicles. 2. Describe investment risk and returns. 3. Interpret quantitative investment concepts. 4. Value debt securities (bonds) and equity securities (stocks). Explain approaches to stock valuation. 5. Construct a diversified portfolio. 6. Develop investment strategies. 7. Develop asset allocation and portfolio rebalancing strategies. 8. Recognize characteristics of economic cycles. 9. Understand alternative investments and liquidity risks.