VestU 301 - Portfolio Implementation

Portfolio Implementation uses knowledge gained from the previous courses, and guides you through the process of designing a personalized investment plan. You will develop a strong personal sense for the primary decision of how much to allocate to stocks and bonds. You will also be positioned to make specific asset selections, and understand how to mix different assets to diversify and potentially improve your long-term investment returns. The curriculum uses a methodology that provides structure and realism to assist your decision making.

This course takes you from the "practice field" to the "game". You will be capable of self-guiding your investments, but if you use an advisor or broker, you will experience improved interactions and outcomes.