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
Certificates that include this course
Earn a discount on courses by declaring your candidacy for a certificate.
Upcoming courses
Registration is recommended at least three weeks before the course start date.
Upcoming courses
Registration for this course is closed.
Accessibility
Digital Privacy Statement
University Policies
Web Policy
Academic Accreditation
New York University
New York University
New York University
Equal Opportunity and Non-Discrimination at NYU - New York University is committed to maintaining an environment that encourages and fosters respect for individual values and appropriate conduct among all persons. In all University spaces—physical and digital—programming, activities, and events are carried out in accordance with applicable law as well as University policy, which includes but is not limited to its Non-Discrimination and Anti-Harassment Policy.