Description
Understanding Investing(UI) is our standard package. Here, you will have access to all six of our colourful coursework "Stations" and your travel pass will entitle you to take a tour of our imaginary city whenever it suits you. In this journey, you will meet many remarkable personalities, such as Gauss, Bernoulli, Cervantes, Markowitz, Medici and Hypatia, each of whom will unfold for you a different aspect of the mysteries of this fascinating subject we call investing!
You will also have full access to our comprehensive question bank and will be able to take the interactive quizzes from each Station at a leisurely pace, whenever and as many times as you like, without being formally scored. Then, when you are ready, you can take our assessment to test the knowledge you have gained and, upon successful passing, to receive your certificate of completion.
Table of Contents
Station 1: Understanding Risk & Return
Station 2: Risk Profiling
Station 3: Diversification
Station 4: Asset Classes
Station 5: Portfolio Construction
Station 6: The Magic Black Box
Assessment
System Requirements
This course is compatible with all browsers.
Investanalitix
Zola Sookias, Founder & Managing Director
Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.
He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.
His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.
Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.
