Smart Money: Managing Your Portfolio

About this course

Across three courses, you’ll explore traditional investments, land and real estate as alternatives, and annuities as insurance-based tools for managing longevity risk and income stability. Using real-world scenarios, case studies, and expert insights, learners develop judgment around portfolio construction, asset diversification, and retirement income tradeoffs. Designed for aspiring and current financial professionals, retirement planners, and informed consumers, this specialization emphasizes evaluation and decision-making over product promotion.