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.

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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
      • Online

    • Format

      Online
      • Online

    • Sessions

      11

    • Faculty

      TBA

    • Location

      Instructor Led
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    • Section

      2

    • Semester

      Spring 2023

    • Date

      Feb 14 - Apr 25

    • Day

      Tuesday

    • Time

      6:00PM-9:35PM
      • Online

    • Format

      Online
      • Online

    • Sessions

      11

    • Location

      Instructor Led
    Tuition $990