Sign In   |   View Cart   |     |   Help
 
Print Course Information
E-mail to a Friend
Return to Course Catalog

Course Catalog > Professional Development > Finance & Accounting

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.


 

CFP: Investment Planning $849.00
Dates Days Sessions Building
4/25/2014 - 5/17/2014 F Sa 6 UNF Herbert University Center
Schedule Notes:
  • 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.
Instructor(s): Ryan Newton

 

Copyright © 2012 UNF Division of Continuing Education
12000 Alumni Drive | Jacksonville, FL 32224 | Phone: (904) 620-4200