Many people overlook the vital importance of managing a security once it has been purchased.
The buy decision is not the end of the NAIC investment process. It is followed by the use of the portfolio management process, which consists of the Portfolio Management Guide, PERT, and the Challenge Tree. Jack Rodolico This hands-on computer workshop is for students who have completed the Investment Tools Basic and Advanced Seminars. This course is designed to give you a better understanding of investments and how to effectively construct your own portfolio. Learn how to make investment choices and decisions with an in-depth understanding of the market and how it works.