Risk, Return, and Investment Performance begins with the identification and definition of the various types of risks, whether or not they can be diversified away, and client attitudes toward, and understanding of, risk. Following the initial section comes the relationship between risk and return, and how both are measured and interpreted. From a portfolio level the course explores Modern Portfolio Theory and its application in creating efficient client portfolios as well as providing risk reduction and the importance and impact of time horizons on portfolio construction. The course concludes with various time value of money calculations and various investment performance measurements.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Intermediate