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.
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
-
Summer 2023
-
Section
001 -
Semester
Summer 2023 -
Date
May 23 - Aug 8 -
Day
Tuesday -
Time
6:00PM-9:35PM -
Sessions
11 -
Faculty
TBA -
Location
Instructor Led
-
-
-
Section
2 -
Semester
Spring 2023 -
Date
Feb 14 - Apr 25 -
Day
Tuesday -
Time
6:00PM-9:35PM -
Sessions
11 -
Faculty
Comberiate, Leonard -
Location
Instructor Led
Tuition $990 -