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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.

More details

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

1 section

  • Spring 2025

    • Section

      001
    • Semester

      Spring 2025
    • Date

      Feb 4 - Apr 15
    • Day

      Tuesday
    • Time

      6:00PM-9:35PM
      • Online
    • Format

      Online
      • Online
    • Sessions

      11
    • Location

      Instructor Led
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    • Section

      2
    • Semester

      Fall 2024
    • Date

      Sep 16 - Dec 2
    • Day

      Monday
    • Time

      6:00PM-9:35PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      11
    • Location

      Midtown Center
    Tuition $990