KC Portfolio Management (U of Phoneix)

This program year the Kansas City Chapter of NAIC will be using software programs to teach Portfolio Management. Portfolio Management is a new class this year. Portfolio Management Guide, PERT and Challenge Tree are three very useful tools for managing a portfolio and will be discussed during this class. Other tools that we will be discussing include:

  •  Portfolio Trend Report
  •  Portfolio Management Guide
  •  PERT Worksheet A
  •  PERT Graph 
  •  Portfolio Defense Report
  •  Portfolio Offense Report

Don9t miss this new and exciting class on Portfolio Management. Learn How to Sell and When to Sell.

Name Sales End Price
BI Member   Ended $25
Non BI Member   Ended $35

On the Web

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