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Frequently Asked Questions


What is the ‘Build Your Portfolio’ course?

  • This comprehensive course is designed to guide you in constructing and nurturing a dynamic investment portfolio. It covers everything from risk assessment to asset allocation and portfolio rebalancing, suitable for both new investors and those looking to enhance their portfolio management skills.

What are the main objectives of the course?

  • The course aims to teach strategic portfolio building, accurate risk assessment, diversification strategies, asset selection and allocation, and continuous monitoring and rebalancing of your investment portfolio.

Who should enroll in ‘Build Your Portfolio’?

  • Novice investors, intermediate investors, financial advisors, and professionals looking to build or refine their investment strategies and align their investments with their financial goals should enroll in this course.

How does the course address risk assessment and tolerance?

  • It includes using award-winning software to assess your risk tolerance and aligning your investments with your risk profile for a more secure financial future.

What is the Base, Growth, and Accelerate strategy?

  • This strategy involves diversifying investments among these three categories to contribute to long-term financial growth, teaching you how to balance risk and return effectively.

What is the format of the course?

  • The course comprises engaging video lectures, interactive workshops, hands-on exercises, live software demonstrations, real-world case studies, and Q&A sessions.

Can this course help in understanding asset selection and allocation?

  • Yes, it provides insights into selecting assets like stocks, bonds, real estate, and alternative investments, and teaches effective allocation strategies.

How does ‘Build Your Portfolio’ teach portfolio rebalancing?

  • The course covers the art of portfolio maintenance, including how to monitor asset performance and make adjustments to keep your portfolio aligned with your financial objectives.

What kind of software training is included in the course?

  • The course includes live demonstrations of cutting-edge portfolio builder software, designed to simplify the process of creating a customized investment portfolio.

What resources are available for download in the course?

  • The course offers downloadable resources like risk assessment tools and portfolio templates to enhance your learning experience.

How interactive is the course?

  • The course includes interactive elements like workshops, exercises, and case studies, ensuring a dynamic and engaging learning experience.

What outcomes can I expect after completing the course?

  • Upon completion, you’ll have the knowledge and confidence to build and manage an investment portfolio that supports your financial aspirations.

Who are the instructors for this course?

  • The course is presented by seasoned financial experts, providing comprehensive instruction in strategic portfolio building and risk assessment.

Can beginners in financial management take this course?

  • Yes, the course is designed for individuals at all levels of investing experience, from beginners to more advanced investors.

How does ‘Build Your Portfolio’ differ from traditional financial courses?

  • This program combines practical portfolio-building strategies with advanced risk assessment tools and a focus on aligning investments with individual risk profiles.

What is the ‘Trust Your Inner Guidance System’ module about?

  • This module teaches how to trust your instincts and intuition in investment decisions, adding a unique perspective to traditional investment strategies.

How can I enroll in the ‘Build Your Portfolio’ course?

  • Enrollment details are available on the course website, where you can register and access the course materials.

How does the course integrate tax-efficient investing?

  • It includes strategies to optimize your portfolio’s tax efficiency, helping you minimize tax liabilities and maximize after-tax returns.