This specialization covers the integration of alternative investments into diversified portfolios, strategic financial planning across lifecycles, and managing retirement and estate assets. Learners will gain hands-on experience through case studies and modeling exercises, enhancing their ability to build and manage investment portfolios. Gain access to exclusive interviews with industry experts providing real-world insights and expertise.
Applied Learning Project
Learners will engage in practical projects involving case studies and portfolio modeling exercises, applying their skills to solve real-world investment challenges and optimize financial strategies for diverse client needs.