Course Roadmap and Completion Requirements

The course is organized into eight modules that build on one another: Introduction, Core Principles, Portfolio Structure, Financial Analysis, Risk Management, Real-World Examples, a Case Study and a Final Assessment.

To complete the course

• Complete every lesson (use Mark Complete at the end of each lesson)
• Score 70% or higher on the final assessment
• Submit the applied assignment when one is included

Use the Notes panel to capture ideas as you go and bookmark lessons you want to revisit. Downloadable tools are attached to the lessons where you will use them.