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.
- 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.
Learn more about the Certified Financial Planner Certification Program