Introduction to the Course

Purpose

The purpose of this presentation on Advanced Investing is to help you understand the principles and application that leads to successful investment portfolio.  This lesson discusses why most investors underperform versus their benchmarks, and gives a process for building investment portfolios.

Please allocate between 45 minutes to an hour for each chapter reading, and an hour to watch the video. We recommend you do these lessons in order and build your own Investment Plan (or investment policy statement) in the process.

 

Lesson Manual

Click here for the free online manual for these lessons (PDF).

 

Videos

These videos were recorded during the Fall 2013 semester of the Finance 418 Financial Planning class at Brigham Young University. 

The video for each section can be found in its respective chapter.