Three-Day Asset Accumulation Class Syllabus
Course Overview: The Asset Accumulation Class is an intensive three-day course designed to provide participants with a comprehensive understanding of strategies and techniques for building and growing wealth. The course covers key concepts related to asset accumulation, investment planning, and financial goal setting.
Course Objective: Upon completion of this course, participants will be able to:
- Understand the principles of asset accumulation.
- Develop effective strategies for wealth building.
- Identify investment opportunities aligned with financial goals.
- Analyze risk and return in investment decisions.
Course Audience: This course is suitable for individuals interested in personal finance, investment planning, and wealth-building strategies. It is beneficial for both beginners seeking a foundational understanding and individuals looking to enhance their existing knowledge.
Course Outcome: Participants will gain practical insights and skills to make informed decisions regarding asset accumulation, enabling them to work towards achieving their financial goals.
Career Opportunities with Salaries:
- Financial Analyst: $60,000 – $80,000 per year
- Investment Advisor: $70,000 – $90,000 per year
- Wealth Manager: $80,000 – $100,000 per year
Course Content:
Day 1: Fundamentals of Asset Accumulation
- Overview of Asset Accumulation
- Setting Financial Goals
- Understanding Risk and Return
Day 2: Investment Planning and Strategies
- Types of Investments
- Portfolio Diversification
- Retirement Planning
Day 3: Advanced Topics in Asset Accumulation
- Tax-Efficient Investing
- Real Estate as an Investment
- Estate Planning for Wealth Preservation
Modules:
- Principles of Asset Accumulation
- Investment Planning
- Advanced Strategies
Class Pacing:
- Day 1: 9:00 AM – 4:00 PM
- Day 2: 9:00 AM – 4:00 PM
- Day 3: 9:00 AM – 3:00 PM
Weekly Plans Description:
- Day 1: Foundations of Asset Accumulation
- Day 2: Implementing Investment Strategies
- Day 3: Advanced Topics and Case Studies
Books:
- “The Intelligent Investor” by Benjamin Graham
- “Common Sense on Mutual Funds” by John C. Bogle
Learner’s Guides: Provided electronically at the beginning of the course.
References:
- “A Random Walk Down Wall Street” by Burton Malkiel
- “The Little Book of Common Sense Investing” by John C. Bogle
Website Links:
Course Tuition: $400 (Includes course materials and resources)
Class Meeting Days: Friday, Saturday, and Sunday
Instructor: Dr. Robert Turner Email: robert.turner@email.com Phone: (555) 456-7890
PowerPoint Slides: Provided before each class session.
Online Resources:
Tools: Financial calculators, investment analysis tools
Licensing: No special licensing required.
Regulations: Complies with local and state education regulations.
Affiliations: Affiliated with the CFA Institute and the Financial Planning Association.
Completion Certification: Participants will receive a Certificate of Completion at the end of the course.
Registration Links: Course Registration
