- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Introduction
- Understand the Importance of Financial Goals and Know How to Set Them
- Know How to Prepare a Personal Investment Plan and Understand Its Importance
- Identify and Beware of Get-Rich-Quick Schemes
- Summary
- Assignments
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
3. Investment Policy
Your investment plan also includes your investment policy, which is a written statement of what you will and will not invest in, how you will allocate your investments, and how you will distribute your assets. Your investment policy is divided into six sections:
