Investment Planning (Certificate)

College for Financial Planning
Greenwood Village, Colorado, United States

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' In the second course you’ll learn about the wide variety of investment vehicles that may be included in a client’s portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. Having the knowledge to choose the right investments is essential for implementing your clients�financial plans and ensuring their confidence in you. Study topics include:

Security Markets
The Economic Environment
Investment Risk & Return
Security Analysis
Common Stock Valuation & Performance Measurement
Features of Fixed-Income Securities Valuation & Analysis of Fixed-Income Investments
Derivatives
Real Assets
Mutual Funds & Foreign Investments

...''

Elements of this syllabus are subject to change.

Phone:800-237-9990

School Address/Venue(s):

Administrative Offices
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111

Jobs & Resumes: Greenwood Village
Houses & Roommates: Greenwood Village

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