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Asset Management 101 for Office Workers

This is a basic financial management course that covers realistic asset management and investment methodologies for working professionals. It covers how to build a portfolio tailored to your own investment style through various financial products including ETFs, and how to build assets safely and steadily.

(4.9) 101 reviews

739 learners

Level Beginner

Course period Unlimited

Financial Technology
Financial Technology
Investment
Investment
Economics
Economics
Financial Technology
Financial Technology
Investment
Investment
Economics
Economics

News

1 articles

  • leoyang님의 프로필 이미지

    Edited

    Hello, this is Yang Seung-hwa.

    [Asset Management 101 for Office Workers] The course has been renewed and updated after 4 years since its release.

    The overall structure and flow of the lecture were maintained, but some content was supplemented here and there to deliver more in-depth content. We added sections on covered calls and leveraged investments, which many people have recently become interested in, so that you can consider more diverse aspects when making investment decisions. (The total lecture time increased by about an hour. Now it's almost a 7-hour lecture;;;)

    In addition, we have replaced the portfolio rebalancing templates and personal asset management templates that can be used in actual investments. Previously, we introduced templates in Excel format, but since you can manage them much more easily by utilizing various finance-related functions of Google Sheets (I actually use this myself), we have added content explaining this part.

    If you have already taken the course, you can listen to the entire lecture again to review. If you are hesitant to listen to the entire lecture again, I recommend that you refer to the updated content summarized below and study the content you want. If you are taking the course for the first time, you can study sequentially from the beginning without any worries. ^^

    Updated with Renewal

    • Supplemented the content on dividend investing and added a section covering covered calls.

    • Added information on how to use leverage wisely in investing, and related product introductions.

    • Supplemented the content on real estate investment decision-making and loan interest rate components.

    • Many reference books that you can refer to for studying investment have been updated.

    • The portfolio rebalancing template and the balance sheet/income statement template for individual investors have been updated.

    I hope this helps you with your healthy investing and asset management. Thank you!

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$46.20