FP 3: Investment Planning

The investment course is designed to provide students with an introduction to modern portfolio theory, measuring risk and return, portfolio development and analysis, asset allocation and portfolio diversification, equity and bond valuation and derivatives.
Continuing Education Units (CEU) : 4

You'll walk away with

• An understanding of how to assess a client’s risk-tolerance level, tax situation, liquidity, and marketability requirements
• The ability to determine appropriate investment vehicles for clients

Ideal for

• Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
• Students interested in a career in financial planning