Wealth Planning for Your Future and Retirement
Do you want to know how the stock market works and be able to invest your own funds?
Discover how to build a strong foundation in retirement planning, investment strategies, and wealth management. Through practical training with Bloomberg Terminals, a premium financial software platform used by investment banks such as Goldman Sachs and JPMorgan Chase, you'll learn how financial advisors analyse markets, assess risk, and develop personalised plans.
There are currently no upcoming dates available for this course, but you can register your interest by completing the form below.
Register your interestWho it’s for
Anyone who is interested in investing in stocks and shares, or those who wish to manage their portfolio of funds more effectively.
This course will provide practical skills of Bloomberg Terminals, which will enable you to use other financial platforms to analyse market data, assess investment opportunities, and develop personalized financial plans.
Participants will gain insights into the role of financial advisors in helping clients achieve long-term financial goals.
What you’ll learn
By the end of this course, you’ll be more confident and knowledgeable in wealth planning.
This will be underpinned by learning the financial and economic principles of long-horizon investing and risk diversification, which in turn will help you to acquire a more solid grounding in the behavioural and practical issues around wealth management.
Topics covered
You will be able to use Bloomberg to:
- understand financial markets
- retrieve financial securities
- measure risk and financial performance
- carry out relevant financial and economic analyses
- opportunity to obtain Bloomberg certificates
You will learn how to manage wealth
- The difference between trading, investment and wealth management
- annuity versus drawdown
- asset classes for risk and wealth management
- time diversification and pound cost averaging
- scenario and historical simulations for risk and wealth management
- mitigate behavioural biases
Benefits
- learn from an investment and pension academic expert from Cardiff Business School
- you will learn the latest research findings in the economics of risk and long-horizon investment
- you will gain Continuing Professional Development certification
Teaching and useful information
Delivered by Dr Woon Wong
Participants can use the Bloomberg Terminals to practice trading. No actual trading of stocks and shares will take place during the course.
Cardiff University and Cardiff Business School accepts no liability for how participants apply their learning to future financial planning or trading in the stock market.