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
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
Upcoming courses
Registration is recommended at least three weeks before the course start date.
Upcoming courses
Registration for this course is closed.
Certificates that include this course
Earn a discount on courses by declaring your candidacy for a certificate.
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