FP 3: Investment Planning
Learn how to assess a client’s risk-tolerance level, tax situation, liquidity, and marketability requirements to determine appropriate investment vehicles. Topics include regulation of markets, investment vehicles, investment theory, financial markets, and modern portfolio theory. Two classes are devoted to the use of the financial calculator.
Effective Fall 2017, students wishing to enroll in any of the Financial Planning courses must pursue the Diploma in Financial Planning. Please visit the Diploma in Financial Planning page for more information on applying for the diploma program and enrolling in courses.
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
- Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
- Students interested in a career in financial planning