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
-
Spring 2025
-
Section
001 -
Semester
Spring 2025 -
Date
Feb 4 - Apr 15 -
Day
Tuesday -
Time
6:00PM-9:35PM -
Sessions
11 -
Faculty
Comberiate, Leonard -
Location
Instructor Led
-
-
-
Section
2 -
Semester
Fall 2024 -
Date
Sep 16 - Dec 2 -
Day
Monday -
Time
6:00PM-9:35PM -
Sessions
11 -
Faculty
Comberiate, Leonard -
Location
Midtown Center
Tuition $990 -