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CFP: Investment Planning  

This course introduces the wide variety of investment vehicles that may be included in a client's portfolio. Topics include client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation and more.

New Format:

  • Week 1: Friday, 6 to 10 p.m. and Saturday, 8 a.m. to 5 p.m.
  • Week 2: Friday, 6 to 10 p.m. and Saturday, 8 a.m. to 5 p.m.
  • Week 3: Saturday ONLY, 8 a.m. to 5 p.m.
  • Week 4: Saturday ONLY, 8 a.m. to 3 p.m.

For more information on the Certified Financial Planning program, please visit us online at www.unf.edu/cfp.


 

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