This course explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors. Students will learn how to combine investments to design portfolios that provide investors with higher expected returns with less expected risk. Topics include statistical concepts related to risk assessment and portfolio evaluation, evidence-based practices in portfolio construction, and characteristics of financial products designed to meet a range of client goals. 000404 WMCP^® Single Course 2 1.00 Wealth Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0004041 CO MS PA UT VA AL AR AZ CT DE HI IA ID IN KS KY LA MD ME MI MN MO MT NC NE NH NM NV OK OR PR RI SC SD TN TX VT WI WV WY WA GA IL OH ND 20G