Portfolio Management & Stewardship

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About Course

Syllabus

Modern portfolio theory, asset allocation, and endowment stewardship.

Textbook: King James Bible —” focus: Portfolio management awareness

Credits: 3 · Weeks: 12

Module 1 is a free preview. Full access via Bible School enrollment (EDD).

Course Content

Week 01 — FIN-305 — Lesson 1: Modern Portfolio Theory (Free Preview)

  • Audio / Lesson — Week 01
  • Reading — Week 01

Week 02 — FIN-305 — Lesson 2: Asset Allocation

Week 03 — FIN-305 — Lesson 3: Rebalancing

Week 04 — FIN-305 — Lesson 4: Risk-Return Tradeoff

Week 05 — FIN-305 — Lesson 5: Alternative Investments

Week 06 — FIN-305 — Lesson 6: ESG and Faith-Based Screening

Week 07 — FIN-305 — Lesson 7: Endowment Models

Week 08 — FIN-305 — Lesson 8: Performance Measurement

Week 09 — FIN-305 — Lesson 9: Behavioral Finance

Week 10 — FIN-305 — Lesson 10: Ministry Investment Policy

Week 11 — Integration & Review

Week 12 — Creative Ministry Project

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4 months ago
Completing Portfolio Management & Stewardship refreshed my love for expository Bible study. I especially valued how the lesson summaries helped me teach others what I learned; I am already using the study method from this course in other books. I will point others in our fellowship to this course.

Course Textbook

Read the full Portfolio Management & Stewardship textbook in your browser (KJV-aligned).

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