Investment Planning

PFP 504 / Non Credit
Course taught in: English

This course covers investments from a financial planning perspective. The course covers the investment planning process including allocation, stock investments, fixed income investments, derivatives and indirect investments such as mutual funds. At the end of this course you should be able to construct a portfolio of investments that matches a client’s objectives, investment horizon and risk tolerance.

This course is available as part of the following:

Certificate in Executive Certified Financial Planner Certificate Program (CFP®)
The Online Executive CFP® Certification Education program is an independent, self-paced, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may completed in more or less time, depending on a student's schedule.