Investing masterclass: Become Your Own CFO (Part 1)

Roshani Pandey, Goldman/BlackRock alum

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
14 Lessons (47m)
    • 1. Introduction

    • 2. Class project

    • 3. Investment risk

    • 4. Understanding asset classes

    • 5. Roles of asset classes

    • 6. Introduction to risk profile

    • 7. Step 1: Determine your goals

    • 8. Time horizon and risk

    • 9. Compound returns

    • 10. Step 1: Determine your goals (contd)

    • 11. Intro to assessing your risk appetite

    • 12. Step 2: Assess your risk appetite

    • 13. Step 3: Find your risk profile

    • 14. Conclusion & next steps

102 students are watching this class

About This Class

This course is the first installment of a three-part series of courses that teach you how to build an investment portfolio using sound investment principles that the largest investors in the world follow. The instructor, Roshani Pandey has worked with individual clients as well as large institutional clients worth billions of dollars at firms such as Goldman Sachs and BlackRock. She draws on her experience to provide sound investing lessons that the most seasoned investors in the world follow. 

Here is the link to part 2 of this course:

What you will learn:

Understand investment risk: Risk drives everything when investing. Investment management at its core is actually risk management. Learn how to see risk from the perspective of an investor and use it to your best advantage.

Find your risk profile: Risk profile is the first step we need to take to create your investment strategy. It combines investment theory with your goals and answers how much stocks vs. bonds you should invest in. This question sounds simple but it is a vital step that requires deep understanding of investment risk and your goals. Dive into the steps to find your risk profile. 

Upcoming courses: I will teach you how to use your risk profile to come up with your investment blueprint or asset allocation. Then, learn how to evaluate both indexes and active managers to implement your investment strategy. By the end of the series, you will have an investment portfolio ready!

Who this course is for:

This course is designed for students with varying levels of investment experience. Whether you're just getting started or looking for ways to strengthen your investment portfolio, this course is for you. Even if you use a financial advisor, it will provide you the knowledge to evaluate your advisor, understand your investments and be your best advocate.

Time is of the essence when it comes to investing. It's your biggest ally. So, the right time to invest is right now!