The purpose of this online short course is to review important economic terms relevant to investment planning. The course will start with an activity which will require participants to assess their own understanding of economic commentary published by investment managers. The focus will be on the potential impact of the economic terms and indicators addressed in the commentary on the different asset classes used in an investment portfolio and to improve the financial planner’s ability to communicate with their clients. Macro-economic terms and certain key economic indicators will then be reviewed to conclude the course.
The intention is to review key economic terms and indicators as part of the environment within which financial planners operate when they assist clients with investment planning so that they are able to explain these terms to clients.
<p>Once you have successfully completed this course, you will be able to: </p><ol><li>Explain the potential impact of key economic terms and indicators on asset classes used in investment portfolios in the context of economic commentary.</li></ol>
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