Building Sustainable Portfolios for Family Offices (Part 2: Practical Applications)

Learn how to build sustainable portfolios for family offices in this second half of the course which focuses on practical applications & case studies.

Buy $325.00

Course curriculum

1. How to use this course
2. If you require a certificate for CPT
3. Using This Course - A Demonstration
1. Welcome
2. Your Instructors
1. Four Approaches
1. Top 10 Questions
1. JLIN LLC
1. Access Ventures
1. Example Investor Profiles
2. Question 1
3. Question 2
1. Key Takeaways
2. Thank you for learning with New Impact Society!
1. Before you go, please help us improve our courses by taking this brief survey!
1. Top 10 Questions

About this course

$325.00
16 lessons
0 hours of video content

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Building Sustainable Portfolios for Family Offices (Part 2: Practical Applications)

Course curriculum

Welcome to the course!

Introduction

Four Approaches

Top Questions in Practice

Case Study 1

Case Study 2

Exercises

Summary

Next Steps

Resources

About this course

Discover your potential, starting today