Investment Advisor Courses and Training Program Overviews

Essential Information

Most investment advisors have a bachelor's degree, usually in finance, accounting or economics. Students can earn bachelor's degrees in these fields at many colleges and universities. Some schools also offer a specialized bachelor's degree in financial economics. Prospective investment advisors can pair their undergraduate degrees with a financial planner certification. Job candidates that have a master's degree in business administration, finance, economics or law might be better prepared for leadership roles with a firm or within a corporate finance department.

Here are some common concepts in investment advisor courses:

  • Clients
  • Risk
  • Diversification
  • Taxation
  • Strategies
  • Returns
  • Financial products
  • Stock exchanges

List of Investment Advisor Courses

Portfolio Management Course

This class teaches key concepts in the financial planning process and the management of investments for clients. Students discuss the differences between active and passive management styles and use computer applications to optimize portfolios. They also learn the advantages and risks associated with international and domestic fund allocations. Topics include risk measurement models, international diversification, market timing and ethical standards for financial planners.

Investments Course

Instructors provide an overview of the types of investment tools and funds available. The course focuses on providing services to the client and offers a detailed look at the process of identifying a client's investment style. Other topics covered are risk tolerance, marketing strategies, asset allocation and modern portfolio theories. Discussions include bond pricing, interest rates and the effects of inflation and taxation on investments.

Corporate Finance Course

This class discusses capital budgeting, financial risk management and option valuation. Students learn about risk and return models and improve their abilities to analyze securities. They also discuss multinational finance and capital structure theories. Other topics include key principles of micro- and macroeconomics.

Insurance Planning Course

Students are taught to recognize different kinds of financial risk and to use industry tools to reduce the effects of unexpected occurrences. They learn to review clients' needs and determine the best insurance products for each client. Topics include long-term care policies, life insurance, medical insurance and other insurance products.

Derivative Markets Course

The class covers the practical and theoretical principles in futures and options markets. Students learn how stock options and stock indices affect stock values. The class also presents information about commodity derivatives, interest rate derivatives and currency derivatives.

Retirement Planning and Employee Benefits Course

Students are taught to assist clients with retirement planning. They develop the ability to analyze the client's retirement needs and identify tax-deferred products that will meet those needs. The course often focuses on complimenting the client's employer-sponsored plan with other options.

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