Smart Money: Managing Your Portfolio

Coursera MOOC / Non-credit USD 49

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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.

What you'll learn

Evaluate traditional investment options and their role in portfolio construction
Assess real estate and land investments as alternative asset classes
Analyze annuities as tools for managing longevity risk and retirement income stability
Apply asset diversification principles across different investment types
Make informed decisions about retirement income tradeoffs using case studies and scenarios

Course objectives

Develop judgment around portfolio construction and asset allocation
Understand the role of traditional investments, real estate, and annuities in financial planning
Build evaluation skills for retirement income strategies
Apply decision-making frameworks to real-world investment scenarios